In the News
Press stories, media coverage, and case studies.
In the News
Press stories, media coverage, and case studies.

Press Releases

Chicago – June 27, 2017 Envestnet | Tamarac Simplifies Billing and Auditing Processes for Advisors Using Award-Winning Advisor View™ Portfolio Management Application
Chicago – June 13, 2017 Envestnet | Tamarac Helps Advisors Find and Act on Client Information Faster Using Award-Winning Advisor View™ Application
Chicago – June 13, 2017 Envestnet | Tamarac Helps Advisors Find and Act on Client Information Faster Using Award-Winning Advisor View™ Application
Chicago – March 09, 2017 Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application
Chicago – January 19, 2017 Envestnet | Tamarac Deepens Integration with TD Ameritrade Institutional’s Veo® Platform
Chicago – December 12, 2016 Tamarac Incorporates Yodlee’s Data Aggregation into Advisor Xi®
Chicago – October 20, 2016 Envestnet | Tamarac Offers Access to Goals-Based Reporting in Advisor View™ & Client Portal
Chicago – September 22, 2016 Envestnet | Tamarac Introduces Integration with eMoney Advisor
Chicago – July 28, 2016 Envestnet | Tamarac to Roll Out Client Portal 2.0
Chicago – May 17, 2016 Envestnet | Tamarac Unveils A New Version of Advisor CRM®
Chicago – April 5, 2016 Litman Gregory Harnesses Envestnet | Tamarac Portfolio Management Solution to Streamline & Grow RIA Practice
Chicago – March 31, 2016 Envestnet | Tamarac Rolls Out New Initiatives in Advisor View™ Client Portal
Chicago – March 23, 2016 Envestnet | Tamarac Announces Integration with CAIS
Chicago – March 9, 2016 Envestnet | Tamarac Implements Integration with Pershing's NetX360® Platform
Chicago – February 18, 2016 Regal Financial Group Strengthens Advisor Platform with Envestnet | Tamarac Solutions
Chicago – February 10, 2016 Envestnet ৷Tamarac Rolls Out Industry's First System-Integrated Percentage Ownership Capability
Chicago – February 5, 2016 Victor Bonilla Joins Envestnet | Tamarac As VP of Strategic Relationships
Chicago – February 4, 2016 Envestnet | Tamarac Integrates with TD Ameritrade Institutional's Veo® Platform
Chicago – June 17, 2015 Envestnet | Tamarac and FactSet Integrate Platforms
Chicago – May 7, 2015 Advisor Now™ Leverages Envestnet Platform to Cross the Digital Divide & Reinforce Independent Advisors' Value Proposition
Chicago – March 12, 2015 Envestnet | Tamarac Rings in 2015 with a Record Year of RIAs Adopting its Portfolio and Client Management Platform
Media Coverage

Is Your Technology Working Against You?
A wrong decision in your tech purchases can take you away from clients and make you less efficient.
Aside from Robotics, Low-Fee ETFs and the Fiduciary Rule, Everything's Just Rosy for RIAs Right Now
Despite challenges from robo-advisor services and passively-managed funds, registered investment advisors are optimistic about their future.
Wealth Management
Five Ways a Client Portal Can Transform Your Practice, by Stuart DePina
Five tips to help your practice stay ahead of the curve.
Technology Integration Critical to Compete With Wirehouses
IWM built a more attractive technology offering to draw talented advisors away from wirehouses
Build or Buy? To Truly Modernize Your RIA Practice’s Technology, Choose the Latter
The question in the headline is one that entrepreneurs across all industries ask themselves as their businesses grow and compete.
How an Acquisition Brought Better Tech to Bronfman E.L. Rothschild
More accurate billing and more time with clients were key benefits of new tech platform
Envestnet | Tamarac Wins 2016 Wealth Management Award for Advisor Rebalancing Industry Awards recognize the companies and organizations that support financial advisor success.
This Fintech Tool A Swiss Army Knife For Advisors's July issue of the ETF Report names the Tamarac Advisor Suite as their Fintech Tool of the Month. See how Bronfman E.L. Rothschild is using Tamarac to leverage their time, so they can spend more time in front of the client and less time on the back-office items.
Technology Tools for Today
Stuart DePina: Modern Technology Enables Easier Accounting for Jointly Owned Accounts, Trusts & LP – June 17, 2016
"Integrated" and "transparent" are common buzzwords associated with today's wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as limited partnerships and jointly owned accounts. But now, thanks to software updates within the industry, this is no longer the case.
June 2016 Fintech Report Card: 8 Top Tech Events – June 10, 2016
Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.
Stuart DePina: Advisor Tech Entrepreneur and Intrapreneur — The 2016 IA 25 – May 27, 2016
If you want to understand how technology can make advisors of all kinds more efficient, listen to Stuart DePina
FPPad Bits and Bytes for – May 20, 2016
On today’s broadcast, I’m on location at the Envestnet Advisor Summit. You’ll hear from Bill Crager about Open ENV, Stuart DePina on adding Salesforce integration to Tamarac, and hear how the Yodlee acquisition is enhancing the Envestnet platform.
Envestnet Tamarac Gives Third Parties Access to Advisor Xi - May 19, 2016
Though Envestnet Tamarac has invested a lot over the years to build an extensive ecosystem of cloud-based advisor technology on its Advisor Xi platform, it is rethinking its walled-garden approach.
7 Pioneers Taking Advisor Tech to New Levels: The 2016 IA 25 Slideshow – April 25, 2016
IA 25 honorees are working hard to serve advisors' technology needs
Tech trends in a down market – February 5, 2016
When markets get volatile, advisers need technology more than ever. Brandon Rembe of Envestnet explains how to stay ahead of the game.
Tech Faves
Stuart DePina, Group president, Envestnet | Tamarac – January 4, 2016

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