News & Media

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

Press Releases

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 – May 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
One of South Florida’s Largest Independent RIAs Harnesses Advisor® Xi Technology to Continue Growth Trajectory
Chicago – November 18, 2014
Direct Trade Processing Established Between Envestnet | Tamarac™ and Schwab OpenView Gateway™
Chicago – November 6, 2014
New Interactive iPad App Helps Advisors Build Stronger Client Relationships
Chicago – November 5, 2014
Beacon Pointe Advisors, one of the Nation’s Largest Independent RIAs, Selects Envestnet | Tamara Software and Service to Fuel Growth
Chicago – September 10, 2014
Envestnet | Tamarac Solutions Empower CliftonLarsonAllen Wealth Advisors to Streamline and Broaden Service Offerings
Chicago – September 10, 2014
Advisor View by Envestnet | Tamarac Is One of the Fastest Growing Portfolio Management and Client Engagement Applications for RIAs
Chicago – August 13, 2014
Envestnet | Tamarac Rolls Out Next-Generation Advisor CRM - Redesigned User Interface Furthers Integration
Chicago – April 16, 2014
Envestnet | Tamarac Experiences Record Technology Adoption In 2013
Chicago – March 13, 2014
William Blair & Co. Selects Envestnet | Tamarac's Portfolio Management Platform, Advisor Xi
Chicago – March 12, 2014
Envestnet | Tamarac Provides RIAs With Scale Necessary To Expand Through Acquisitions
Chicago – February 11, 2014
Envestnet | PMC Launches New Series Of Cost-Effective Beta Portfolios
Chicago – February 10, 2014
Envestnet | Tamarac Advisor Xi Platform Added to Pershing's NetX360 Technology Channel
Chicago – December 3, 2013
Envestnet | Tamarac Expands Breadth of Real-Time Custodial Data From Schwab Advisor Center to its Integrated RIA Platform
Chicago – November 12, 2013
Envestnet Announces The Engagement Of Zachary Karabell As Head Of Global Strategy
Chicago – November 11, 2013
Envestnet | Tamarac Makes Composite Reporting More Accessible for Advisors
Chicago – September 25, 2013
Envestnet | Tamarac Adds Powerful Business Intelligence Reporting to Advisor Xi Practice Management Platform
Chicago – September 19, 2013
Envestnet | Tamarac Named To 2013 Microsoft Dynamics President's Club
Chicago – August 13, 2013
Envestnet | Tamarac Advisor Rebalancing Application to be Added to Schwab Open Gateway CRM
Chicago – June 24, 2013
Envestnet | Tamarac White Paper: Technology Integration Leads to 20% More Annual Income for Advisors
Chicago – June 18, 2013
Envestnet | Tamarac Announces Integration of Advisor Rebalancing with Salentica Advisor Desk CRM
Chicago – December 20, 2012
Envestnet | Tamarac Integrates Performance Reporting and CRM Applications with Schwab Openview Gateway
Chicago – November 14, 2012
Envestnet | Tamarac Brings Tamarac University Online
Chicago – November 13, 2012
Envestnet | Tamarac Concludes Sixth Annual User Conference
Chicago – September 20, 2012
Envestnet | Tamarac Begins Sixth Annual User Conference
Chicago – September 19, 2012
Envestnet | Tamarac Announces Sixth Annual User Conference
Chicago – August 22, 2012
Schwab Announces Envestnet | Tamarac as Selected Participant in Schwab Intelligent Integration
San Francisco, May 17, 2012
Envestnet Completes Acquisition of Tamarac
Chicago, May 1, 2012
Stuart DePina Becomes Group President of Envestnet |TamaracTM
Envestnet to Aquire Tamarac
Chicago and Seattle, February 16, 2012
Combined Firms Offer Broadest Technology Platform, Investment Products and Services to RIAs
Tamarac Announces Initial Integration Partners for Its Cloud-Based RIA Platform
Seattle, WA - November 2, 2011
Tamarac’s Advisor Xi offering opens the door for rapid third party integration
Tamarac Releases Advisor Xi, the Next Generation of Its Cloud-Based RIA Platform
Seattle, WA - November 1, 2011
Tamarac Inc., a leading provider of integrated portfolio and customer management software and services for financial advisors, today announced the release of the latest version of its integrated RIA platform, Advisor® Xi.
Tamarac Ranks Number 43 on the 100 Fastest Growing Private Companies List by Puget Sound Business Journal in 2011
Seattle, WA - October 19, 2011
Fourth Consecutive Year of 50% Revenue Growth
Tamarac Named to 2011 Microsoft Dynamics President’s Club
Seattle, WA - October 12, 2011
Microsoft recognizes Tamarac for commitment to customers
Tamarac Opens East Coast Office to Maintain Service Excellence as Integrated RIA Platform Adoption Soars
Seattle, WA - July 12, 2011
2011 Year-to-Date Sales Exceed Total 2010 Sales
New Board Member Announcement
Seattle, WA - March 16, 2011
Tamarac today announced that Kati Hvidtfeldt, Senior Director of Business Development at Microsoft, was elected to Tamarac's board of directors.
Tamarac is a Microsoft Dynamics CRM Partner and a Microsoft Gold Certified Partner
Seattle, WA - January 25, 2010
Tamarac uniquely addresses the needs of independent advisors by deeply integrating its portfolio management suite with Microsoft Dynamics CRM
Tamarac releases the second version of its integrated portfolio management suite — Advisor X
Seattle, WA - October 27, 2010
Tamarac integrates its industry leading portfolio rebalancing software with performance reporting, portfolio accounting and a custom version of Microsoft Dynamics® CRM
Tamarac adds Advisor View to its integrated portfolio management suite
Seattle, WA - October 22, 2010
Advisor View includes a dynamic reporting application, an intuitive interface to build PDF performance reports and a customizable customer portal with document vault
Tamarac adds straight-through processing of ETF and equity trades directly from its industry leading portfolio rebalancing application
Seattle, WA - September 30, 2010
Advisors can now route and track trades from creation through settlement using a single rebalancing and trading platform
ByAllAccounts and Tamarac Deliver All-in-One Platform for Financial Advisors to Streamline Operations and Workflow
BOSTON, MA (Marketwire - June 7, 2010)
Integrated Investment Management Now Combined With Aggregated Financial Account Information
Tamarac expands its product offering by introducing an integrated suite of portfolio management applications
Seattle, WA - Sept 14, 2009
Building on its reputation for best-in-class software and service, Tamarac uniquely solves the technology and service needs of today's RIA.
Tamarac AdvisorServices launches outsourced portfolio management solution
Seattle, WA - Sept 14, 2009
AdvisorServices combines Tamarac's best-in-class portfolio management platform with over nine years of experience in streamlining back-office workflows to deliver a premium outsourced solution.
Large RIAs, firms managing over $500MM in assets, overwhelmingly choose Tamarac Advisor for their rebalancing and trading software
Seattle, WA - July 16, 2009
Tamarac Inc., the market leader in portfolio rebalancing and trading software for investment professionals, today announced that more than 50 of its RIA clients each manage over $500MM in assets, making Tamarac Advisor® the rebalancing software of choice for large RIAs.
Focus Financial Partners, the leading partnership of independent wealth management firms, chooses Tamarac as their preferred portfolio rebalancing software vendor.
Seattle, WA - May 6, 2009
Five Focus Financial Partner firms implement Tamarac within first two months of agreement

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