News & Media

Press stories, media coverage, and events.
News & Media
Press stories, media coverage, and events.

In the news

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
Financial Planning
Advisors and Digital Technology: Adapting to Change – November 25, 2015
...We have a partnership with Envestnet Tamarac. It has a number of tools that simplify back office operations for our organization, such as Tamarac Advisor View and Tamarac Rebalancer...
Portfolio rebalancing breakdown – November 24, 2015
Portfolio rebalancing software can save advisers hours and hours of work. Instead of manually rebalancing each client's portfolio one by one, advisers can change a batch of accounts, view assets and review recommendations.
How automation and integration can turn advisory firms into well-oiled machines – November 9, 2015
Advisers that resist embracing a truly integrated technology platform are missing out
PR Newswire
Washington Trust Wealth Management Selects Envestnet | Tamarac™ to Host Weston's Portfolio Management Platform – October 1, 2015
Weston Financial Group, Inc., a division of Washington Trust Wealth Management, announced that Advisor® Xi from Envestnet | Tamarac™ has been chosen as its new platform for managing client accounts.
Having integrated technology can improve RIAs' businesses – February, 20 2015
Examples of how RIAs can make workflows more efficient by making sure their technology communicates
Technology Tools for Today
Engaging Your Clients Online – November 10, 2014
End-to-End Web-Based Solutions Give Advisors the Keys to Success
Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision – September 9, 2014
The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone
HighTower Advisors shows its breadth of appeal by nabbing a 25-year RIA veteran with Moss Adams DNA – August 1, 2014
The Great Northwest's Triad Wealth Stewardship is now Bellevue Hightower and will stick with Tamarac after a long trial period
Game-Changing Technology Is Here – June 12, 2014
Here's a newsflash for you, it is only going to get harder and more expensive the longer you wait. As software providers retire older versions by no longer providing support, advisors will be forced into adopting new programs under a time constraint.
9 best practices to implementing new technology – May 21, 2014
The process of shopping for new technology can be daunting for advisers. Here's 9 best practices to make your life easier.
Tamarac doubles down on Microsoft to be more like Salesforce – April 28, 2014
Stuart DePina has beyond-skin-deep reason for liking Microsoft Dynamics but Salesforce has prettier-girl attributes
William Blair News
William Blair Rolls Out New Technologies to Enhance Its Private Wealth Client Experience – March 11, 2014
William Blair & Company today announced its latest step in the continued enhancement of its private wealth management technology platform.
Envestnet Launches 7 ‘ETF Alternative’ SMA Portfolios – February 20, 2014
Index-based Quantitative Portfolios from Envestnet | PMC uses Tamarac software to provide tax alpha for HNW clients
This MBA chose an RIA, now with $1.4 billion AUM, but as a business model, not as professional choice per se – February 14, 2014
Neal Simon says that -- Ric Edelman aside -- nobody is plotting expansion like him
Envestnet | Tamarac to update its integrated platform for RIAs – February 11, 2014
New version of Advisor Xi scheduled for launch this spring
How heavy the lifting was to get a $1-billion wirehouse team to independence in 2014 after a de facto false start in 2007 – February 7, 2014
Kneen and Clayton were still on Windows 2003 version at UBS, a metaphor for why they have moved to Focus Financial and Tamarac software
2014 Tech Goal: Go Where Your Clients Are – December 20, 2013
Neal Ringquist, Stuart DePina and Doug Besso talk about why smart use of tech tools will help RIAs thrive.
Financial Planning
What's New in Advisor Tech? – December 1, 2013
The move to the cloud is finally taking place. In category after category of this year's Financial Planning Tech Survey, we found software providers making the shift, and advisors responding. In CRM software, cloud-based providers are gaining share at the expense of desktop-based products; in portfolio management, advisors are moving to a hosted solution where a cloud version is unavailable.
Envestnet struts upmarket stuff by signing $1.5-billion, a $3.3-billion, a $2.3-billion and a $4-billion RIA to big technology deals – November 26, 2013
Post-Tamarac acquisition and bolstering, the Chicago-based king of SMAs to IBDs poached accounts from the likes of The Colony Group, Henssler Financial, Laird Norton, RegentAtlantic from legacy RIA providers
Four tech trends drive Charles Schwab Advisor Services platform upgrades – November 25, 2013
Mobile applications, cloud computing, big data and integration all critical to advisers’ way of doing business
Schwab Intelligent Technologies Expands Envestnet | Tamarac® Integration, Adds NaviPro Planning Suite and MoneyGuidePro to Schwab OpenView Gateway for RIAs – June 24, 2013
Strategic investments continue to build on Schwab Intelligent IntegrationTM vision; New web trading platform to launch in Q3
Envestnet Finds 20% Income Rise for RIAs Who Integrate Tech – June 18, 2013
Independent RIAs say more integration across their platforms is the top item to which they would dedicate their technology budget
Surprise, surprise: Survey finds RIAs with integrated technology = higher revenue and AUM – June 18, 2013
Integrated technology leaves firms more time for client-interfacing activities and prospecting and makes them more efficient
Financial Advisor Magazine
Advisors Earn 20% More With Technology Integration, Study Finds – June 18, 2013
Financial advisors at independent RIA practices with some degree of technology integration earn approximately 20 percent more in annual income than advisors at independent RIA practices with no technology integration, according to a white paper released today by wealth management technology provider Envestnet|Tamarac.
Financial Planning
How Technology Integration Pays Off for RIAs – June 13, 2013
Firms with improved technology integration can potentially double client assets, increase revenue by an average of $100,000 and spend a third less time on operations processes
5 things Envestnet is doing to grow even faster than most of its clients – May 28, 2013
The outsourcer boasts year-over-year quarterly revenue growth of 43% by adding advisors and what it sells to them
Solutions for Compliance Professionals – March 31, 2013
In February 2013, the Securities and Exchange Commission’s (“SEC”) Office of Compliance Inspections and Examinations (“OCIE”) issued their exam priorities for 2013
The Mutual Fund Store makes big moves: storming Manhattan, going big on Tamarac and quadrupling its disc jockey force – February 19, 2013
With John Bunch in charge and Warburg Pincus capital in the tank, the $7.4 billion RIA is making an honest effort at creating a national mass-affluent firm
Tamarac picks second Microsoft partner to handle spike in demand from big RIAs – December 21, 2012
Stuart DePina wants Salentica's sheer personpower to avoid getting flooded by his own pipeline
On Wall Street
Are Your Clients' Investments Ripe for Tax Harvesting? – November 8, 2012
Maybe you fancy yourself such a staunch investor that you would never have a chance to utilize the practice, but selling a position at a loss and rebuying later, also known as tax loss harvesting, can give you and your client an advantage as 2013 closes in, according to Envestnet.
Tamarac listens to advisers' suggestions and implements them – October 14, 2012
A few weeks ago, I had the privilege of presenting the keynote address at Envestnet | Tamarac's sixth annual user conference
A $2.5 billion RIA makes its mass-market bid for thousands of new clients – September 4, 2012
Hewins Financial is making the no-minimum move after a six-figure investment in Tamarac software
Schwab shifts its strategy on its massive Intelligent Integration – June 6, 2012
Hathi said that the best example of the firm’s new strategy is its relationship with Tamarac
Hopes for Tamarac deal: A 'one-stop portal' for front and back offices – May 20, 2012
Schwab Advisor Services said last week that Tamarac will be the latest “selected participant” to be added to its lineup of advisory platforms
Schwab taps Tamarac as its next integration partner – May 17, 2012
The allure was Microsoft CRM and a significant overlap in customer bases
Schwab taps Tamarac as next integration partner – May 17, 2012
The latest 'selected participant' added to Schwab's Intelligent Integration platform(s)
Financial Planning
Mobile Management – April 1, 2012
To woo young clients, advisors are increasingly using on-the-go technology.
Registered Rep.
The Battle for Outsource Supremacy – March 13, 2012
Envestnet President Bill Crager talks about the recent string of rapid acquisitions among outsource service providers, the appeal of the high net worth space and how Unified Managed Accounts are poised to change the industry.
The top 10 people to watch in the RIA business in 2012, Part 1 – March 12, 2012
Forces changing the trajectory of the RIA movement
Looking for a second growth spurt, a billion-dollar-plus RIA hires away a Nuveen global ops man – February 9, 2012
Patrick Goshtigian, new president of EP Wealth Advisors has taken over back-office operations from its founders and is also heading up its expansion efforts
Tech vendors unveil new offerings at TD's conference – February 2, 2012
A new version of IAS; Tamarac integrates with Veo
Fear of Flying: Jumping From Wirehouse to Independence – February 2, 2012
Advisors who leave a wirehouse for an independent or hybrid business model may soar, but they must overcome anxiety about the unknown
Tamarac shuts out Black Diamond from integration – January 18, 2012
The Seattle-based software company says it's a data issue but Black Diamond says it'll expend resources to serve mutual clients
What Tamarac's overhauling of its Advisor Xi has yielded – January 17, 2012
The Seattle companys wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration
Choosing a Cloud-Based Platform – January 3, 2012
Cloud computing? Software as a Service (SaaS)? What does it all mean?
Financial Planning:
Tech Survey – December 1, 2011
Financial planners tell us which software, hardware and advisory platforms are emerging as favorites - and why.
Schwab Impact Video – November 12, 2011
Stuart DePina of Tamarac on New Advisor Xi Platform.
Registered Rep:
Live at Schwab IMPACT 2011 – November 8, 2011
What advisors should think about when outsourcing software needs.
Financial Planning's AdvisorTV:
Close-Up: Schwab IMPACT – November 8, 2011
Tamarac's Daryl Celkupa says today's range of technology choices is "unprecedented."
Technology Tools for Today
Selecting an SaaS Vendor – November 1, 2011
What You Need to Know
Tamarac announces availability of Advisor Xi – November 1, 2011
"Tamarac Inc. today announced availability of the latest version of its web-based integrated portfolio and customer management platform for advisers, Advisor Xi."
FP Pad - Financial Planning Technology Blog:
Tamarac announces Advisor® Xi, new integration partners, facilitates document management for advisers – November 1, 2011
"Tamarac’s integrated platform expands connections to popular document management software applications."
Tamarac makes it into the club – October 12, 2011
"The company has been named to the 2011 Microsoft Dynamics President's Club."
One firm's odyssey to upgrade its rebalancing system with Tamarac – September 13, 2011
"Because Tamarac Advisor integrates seamlessly with our PortfolioCenter database, we have significantly reduced data entry time and substantially reduced the potential for error in client accounts."
The top 20 technology products used by advisers – August 24, 2011
"The most popular products, overall, according to an InvestmentNews survey."
Advisers: How do you know when it's time for an upgrade? – June 19, 2011
"Financial advisers, whether solo practitioners or members of a multiperson firm, need to think regularly about whether their technology is keeping pace with their business needs. "
Financial Planning's AdvisorTV:
The Tech Needs of Advisors – May 5, 2011
At the Tiburon CEO Summit, Stuart DePina, CEO of software provider, Tamarac Corp., discusses what firms need to do with technology to service clients more effectively.
How five recent RIABiz articles caught readers' attention and what bigger stories they tell – April 28, 2011
"If advisors blinked in the last two weeks, telling chapters of growth slipped by"
Eavesdropping on the Tiburon CEO Summit: A cross-advisory channel power crowd converges on Wall Street Ritz-Carlton – April 28, 2011
"Tiburon Strategic Advisors held its CEO Summit on April 13 and 14 at the Ritz Carlton Hotel in New York City for 172 people"
The inside story of a giant RIA's move to Tamarac from Advent – April 12, 2011
"The Seattle-based provider delivers Schwab PortfolioCenter, with a flair, to $2-billion Signature Estate."
How a $2 billion LA-based Schwab RIA doubled in size in five years with a laid-back California style – April 12, 2011
"The John Hancock agents behind Signature believe they have cracked the code for near 100% retention"
CRM systems for the big guys – February 13, 2011
"For larger advisory firms, choosing the right system is like selecting the right marriage partner."
Wall Street & Technology:
A Look at Asset Dedication's Virtual Business Model – February 10, 2011
"A virtual business model built on best-of-breed technology proves to be the ideal solution for a small subadvisory firm with big dreams. "
Morningstar Advisor:
2010's Best Tech for Advisors – February, 7 2011
"In an annual tradition at Morningstar Advisor, December's column reviews the best technology of the past year for financial advisors and recognizes three truly exceptional products or services."
Financial Planning Magazine:
Silent Partner – January, 31 2011
"The operations side of the business is often overlooked, but an efficient, integrated and automated system can help a young firm reach its potential."
Financial Advisor Magazine:
X Marks The Spot – December 5, 2010
"The result is a more integrated, intuitive platform that is truly impressive."
Financial Planning:
Technology Survey 2010 – December 1, 2010
Tamarac Advisor, which has only been around for about a year, has already grabbed a 3% share. That's impressive for a new entrant into the space."
Morningstar Advisor:
For Independent Integration, X Marks The Spot – November 11, 2010
"Tamarac Inc. is the first independent provider to release a custodian-agnostic platform for advisors that integrates CRM, portfolio-management, rebalancing, and performance reporting all in one attractive solution."
Schwab chooses some giant software partners, apparently with big RIAs in mind – October 28, 2010
"In a widely anticipated announcement that opened a small window into its priority Schwab Advisor Services used the IMPACT 2010 stage to anoint two vendors for Schwab Intelligent Integration"
Financial Planning
Better Balance - Advisors recognize how rebalancing software can streamline portfolio management, but these unique tools can also enhance compliance – July 30, 2010
"To improve operations, advisors are turning increasingly to sophisticated rebalancing software, which can plot the most efficient rebalancing trades for a client's..."
A close look at Tamarac's Advisor 9 and its strategic use of Schwab software – July 12, 2010
"The Seattle company is trying to create a sense of familiarity for users with Outlook and PortfolioCenter features"
Tamarac claims what was unthinkable two years ago -- that it is on the same playing field as iRebal for rebalancing software – July 9, 2010
"Long thought of as the number two player in portfolio rebalancing software, Tamarac Inc. is staking a claim to being the new industry leader."
Advisers hang on for next market dip – May 3-7, 2010
"With the S&P 500 up 80% since March 2009 and the specter of a correction looming, financial advisers are scrambling to keep clients calm and to make key adjustments to their portfolios… The Center for Financial Planning Inc. has established a process to make sure that it can re-balance clients' portfolios more quickly in the event of a market dip."
Morningstar Advisor
Rebalancing the Back Office - February 25th, 2010
"Using a performance attribution methodology, McAfee and Barnes said that they believe Tamarac has actually improved their clients' return on investment by approximately 135 basis points...."
Advisor Perspectives
Transforming Your Business with an Integrated Solution - February 9th, 2010
"What happens at your firm when a client calls? Marie Swift looks at the typical activities that are kicked-off from a common client interaction and compares that to an office that's using an integrated software and services solution. Her findings call out dramatic gains in efficiencies for those firms that are ready for change."
First Look - Tamarac's Advisor 9 - January 13th, 2010
"Tamarac's Advisor 9 offers a full range of features in one bundle..."
Tamarac takes a leap by offering a single solution – January 10, 2010
"…based on the strength of the company's re-balancing technology — a complex and challenging engineering endeavor, to be sure — industry analysts and experts consider Tamarac's entry into the [all-in-one solution] field promising."
CFA Magazine
Balancing Acts – January - February, 2010
"Baker Avenue Asset Management in San Francisco said his firm evaluated several programs and found that Tamarac was the option most frequently recommended by the advisers with whom they consulted."
Financial Planning
2009 Software Survey - December 1st, 2009
"Tamarac's integrated software suite places second behind Morningstar....."
Tamarac announces new Advisor 9 and outsourced services - September 11th, 2009
"To date, Tamarac Inc. has been known for its re-balancing and trade order generation platform, but that is about to change...."
FP Pad
Tamarac 9 is Industry's Latest Integrated Solution for Advisers - September 11th, 2009
"Tamarac is poised to quickly conquer the competition and become the industry standard in integrated software for independent registered investment advisers..."
Advisor Perspectives
A New Way to Measure Technology Adoption Return on Service - August 4th, 2009
"The "right" technology should free up time that can be better, more effectively spent on further enhancing client relationships and on delivering better and more personalized service."
Virtual Office News
Morningstar's dbCAMS+ Integrates with Tamarac Advisor - June 1st, 2009
"Morningstar, Inc. and Tamarac, Inc. recently announced that Morningstar's dbCAMS+ and Tamarac Advisor can now be integrated..."
Virtual Office News
Embracing Process Change to Drive Profitability - January 1st, 2009
"Typical fee-only or fee-based RIA firm has experienced erosion in top-line revenue..."
Tamarac Updates Advisor - July 28th, 2008
"The new version is far more navigable than its predecessor,..."
Technology Roundtable Transcript - June 16th, 2008
"What do you see as the greatest technology challenge facing advisers?"
Financial Planning
Revisiting Rebalancing - April 1, 2008
"The good news is that Tamarac lets you create rules to address just about any situation you're likely to encounter. In addition, Tamarac makes managing clients' cash positions easier."
What I learned at the TD Ameritrade Partnership 2008 Conference - February 14, 2008
"Of the advisors I spoke with, about two out of three seemed to be leaning toward Tamarac..."

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