# New Client Onboarding for RIA Firm Administrators with Envestnet Tamarac

> AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Orion, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Envestnet Tamarac — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Envestnet Tamarac](https://calish.com/workflows/tool/envestnet-tamarac/)
- **Role:** [RIA Firm Administrator](https://calish.com/workflows/for/ria-firm-administrator/)
- **Specialty:** RIA Operations
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-client-onboarding-for-ria-firm-administrator-with-envestnet-tamarac/

## The Problem

Onboarding a new RIA Operations client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.

## What We Build in Envestnet Tamarac

AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Orion, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Envestnet Tamarac — uses the native API or agent integration so nothing leaves the system of record.

## Envestnet Tamarac Integration Approach

1. **Audit your Envestnet Tamarac configuration.** We map the specific Envestnet Tamarac objects, custom fields, and workflows the automation needs to touch for your ria operations practice.
2. **Build on the Envestnet Tamarac API or agent.** Integration happens inside Envestnet Tamarac — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Envestnet Tamarac with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [New Client Onboarding for RIA Firm Administrators](https://calish.com/workflows/new-client-onboarding-for-ria-firm-administrator/)
- AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Orion, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

## Other Envestnet Tamarac Automations

- [Communication Compliance Surveillance for RIA Firm Administrators](https://calish.com/workflows/with/communication-compliance-surveillance-for-ria-firm-administrator-with-envestnet-tamarac/)
- [Portfolio Drift & Rebalance Alerts for RIA Firm Administrators](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-ria-firm-administrator-with-envestnet-tamarac/)
- [Quarterly Commentary & Client Letter for RIA Firm Administrators](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-ria-firm-administrator-with-envestnet-tamarac/)
- [Loan File Assembly for RIA Firm Administrators](https://calish.com/workflows/with/loan-file-assembly-for-ria-firm-administrator-with-envestnet-tamarac/)
- [Conditional Approval Response for RIA Firm Administrators](https://calish.com/workflows/with/conditional-approval-response-for-ria-firm-administrator-with-envestnet-tamarac/)
- [Policy Renewal Outreach for RIA Firm Administrators](https://calish.com/workflows/with/policy-renewal-outreach-for-ria-firm-administrator-with-envestnet-tamarac/)

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