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Press Releases

Chicago, IL – November 15, 2017
Savant Capital Management Prepares for Exponential Growth by Adopting Envestnet | Tamarac Portfolio Management and Trading Technology
Best-in-Class Software Will Help Savant Advisors Deliver More Value to Investor Clients
Chicago, IL – November 14, 2017
Envestnet | Tamarac Launches a New Version of Its Comprehensive RIA Platform
Upgraded Platform Combines its Award-Winning Portfolio Management, Client Portal and Rebalancing Capabilities into a Single Application
Chicago, IL – November 1, 2017
Financial Services Advisory Upgrades Client Experience with Award-Winning Envestnet | Tamarac Technology
Integrated Technology Allows FSA to Streamline Workflows and Increase Efficiencies
Chicago, IL – October 18, 2017
Envestnet | Tamarac Wins for Best Client Portal at the 2017 Wealth Management Industry Awards
Client portal receives top honors for delivering an engaging online experience that empowers advisors and clients
Chicago, IL – September 19, 2017
Envestnet | Tamarac Deepens eMoney Advisor Integration and Streamlines Online Access for Investor Clients
This new functionality, which will be available as part of Tamarac’s upcoming technology release, offers a streamlined experience for advisors and investors alike
Chicago, IL – September 19, 2017
Envestnet | Tamarac Releases RIA Platform on Okta Integration Network
A new single sign-on and authentication integration with Okta
Chicago, IL – August 22, 2017
Envestnet | Tamarac is on the Salesforce AppExchange, the World’s Leading Enterprise Apps Marketplace
Independent financial advisors using Tamarac benefit from the integration of its powerful portfolio and client management platform to deliver a comprehensive and scalable solution
Chicago, IL – August 15, 2017
Envestnet | Tamarac Enhances Integration with TD Ameritrade Institutional’s Veo One Platform with Contextual Single Sign-On Capability
Independent advisors can now gain immediate access to client data and reports in Tamarac’s award-winning Advisor View
Chicago, IL – August 10, 2017
Sullivan, Bruyette, Speros & Blayney Looks Toward the Future by Adopting Award-Winning Envestnet | Tamarac Advisor View Portfolio Management Application
Powerful Technology Empowers SBSB Advisors to Focus on Client Service
Chicago, IL – June 27, 2017
Envestnet | Tamarac Simplifies Billing and Auditing Processes for Advisors Using Award-Winning Advisor View Portfolio Management Application
The enhancements made to the Account Billing History report in Advisor View enable advisors to easily compare the Previous Billable Value, Previous Billed Amount and Previous Billing Date for any date period or number of billing cycles
Chicago, IL – June 13, 2017
Envestnet | Tamarac Helps Advisors Find and Act on Client Information Faster Using Award-Winning Advisor View Application
Advisor View users now will be able to find results more quickly with enhancements to the usability and performance of the Find Data For list
Chicago, IL – March 09, 2017
Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application
Chicago, IL – January 19, 2017
Envestnet | Tamarac Deepens Integration with TD Ameritrade Institutional’s Veo Platform
Chicago, IL – December 12, 2016
Tamarac Incorporates Yodlee’s Data Aggregation into Advisor Xi
Chicago, IL – October 20, 2016
Envestnet | Tamarac Offers Access to Goals-Based Reporting in Advisor View & Client Portal
Chicago, IL – September 22, 2016
Envestnet | Tamarac Introduces Integration with eMoney Advisor
Chicago, IL – May 28, 2016
Envestnet | Tamarac to Roll Out Client Portal 2.0
Chicago, IL – May 17, 2016
Envestnet | Tamarac Unveils A New Version of Advisor CRM
Chicago, IL – April 5, 2016
Litman Gregory Harnesses Envestnet | Tamarac Portfolio Management Solution to Streamline & Grow RIA Practice
Chicago, IL – March 31, 2016
Envestnet | Tamarac Rolls Out New Initiatives in Advisor View Client Portal
Chicago, IL – Chicago – March 23, 201
Envestnet | Tamarac Announces Integration with CAIS
Chicago, IL – March 9, 2016
Envestnet | Tamarac Implements Integration with Pershing's NetX360® Platform
Chicago, IL – February 18, 2016
Regal Financial Group Strengthens Advisor Platform with Envestnet | Tamarac Solutions
Chicago, IL – February 10, 201
Envestnet ৷Tamarac Rolls Out Industry's First System-Integrated Percentage Ownership Capability
Chicago, IL – February 5, 2016
Victor Bonilla Joins Envestnet | Tamarac As VP of Strategic Relationships
Chicago, IL – February 4, 2016
Envestnet | Tamarac Integrates with TD Ameritrade Institutional's Veo Platform
Chicago, IL – June 17, 2015
Envestnet | Tamarac and FactSet Integrate Platforms
Chicago, IL – May 7, 2015
Advisor Now Leverages Envestnet Platform to Cross the Digital Divide & Reinforce Independent Advisors’ Value Proposition
Chicago, IL – March 12, 2015
Envestnet | Tamarac Rings in 2015 with a Record Year of RIAs Adopting its Portfolio and Client Management Platform
Chicago, IL – November 18, 2014
One of South Florida’s Largest Independent RIAs Harnesses Advisor Xi Technology to Continue Growth Trajectory
Chicago, IL – November 6, 2014
Direct Trade Processing Established Between Envestnet | Tamarac and Schwab OpenView Gateway
Chicago, IL – November 5, 2014
New Interactive iPad App Helps Advisors Build Stronger Client Relationships
Chicago, IL – September 10, 2014
Beacon Pointe Advisors, one of the Nation’s Largest Independent RIAs, Selects Envestnet | Tamara Software and Service to Fuel Growth
Chicago, IL – September 10, 2014
Envestnet | Tamarac Solutions Empower CliftonLarsonAllen Wealth Advisors to Streamline and Broaden Service Offerings
Chicago, IL – August 13, 2014
Advisor View by Envestnet | Tamarac Is One of the Fastest Growing Portfolio Management and Client Engagement Applications for RIAs
Chicago, IL – April 16, 2014
Envestnet | Tamarac Rolls Out Next-Generation Advisor CRM - Redesigned User Interface Furthers Integration
Chicago, IL – March 13, 2014
Envestnet | Tamarac Experiences Record Technology Adoption In 2013
Chicago, IL – March 12, 2014
William Blair & Co. Selects Envestnet | Tamarac's Portfolio Management Platform, Advisor Xi
Chicago, IL – February 11, 2014
Envestnet | Tamarac Provides RIAs With Scale Necessary To Expand Through Acquisitions
Chicago, IL – February 10, 2014
Envestnet | PMC Launches New Series Of Cost-Effective Beta Portfolios
Chicago, IL – December 3, 2013
Envestnet | Tamarac Advisor Xi Platform Added to Pershing's NetX360 Technology Channel
Chicago, IL – November 12, 2013
Envestnet | Tamarac Expands Breadth of Real-Time Custodial Data From Schwab Advisor Center to its Integrated RIA Platform
Chicago, IL – November 11, 2013
Envestnet Announces The Engagement Of Zachary Karabell As Head Of Global Strategy
Chicago, IL – September 25, 2013
Envestnet | Tamarac Makes Composite Reporting More Accessible for Advisors
Chicago, IL – September 19, 2013
Envestnet | Tamarac Adds Powerful Business Intelligence Reporting to Advisor Xi Practice Management Platform
Chicago, IL – August 13, 2013
Envestnet | Tamarac Named To 2013 Microsoft Dynamics President's Club
Chicago, IL – June 24, 2013
Envestnet | Tamarac Advisor Rebalancing Application to be Added to Schwab Open Gateway CRM
Chicago, IL – June 18, 2013
Envestnet | Tamarac White Paper: Technology Integration Leads to 20% More Annual Income for Advisors
Chicago, IL – December 20, 2012
Envestnet | Tamarac Announces Integration of Advisor Rebalancing with Salentica Advisor Desk CRM
Chicago, IL – November 14, 2012
Envestnet | Tamarac Integrates Performance Reporting and CRM Applications with Schwab Openview Gateway
Chicago, IL – November 13, 2012
Envestnet | Tamarac Brings Tamarac University Online
Chicago, IL – September 20, 2012
Envestnet | Tamarac Concludes Sixth Annual User Conference
Chicago, IL – September 19, 2012
Envestnet | Tamarac Begins Sixth Annual User Conference
Chicago, IL – August 22, 2012
Envestnet | Tamarac Announces Sixth Annual User Conference
San Francisco, CA – May 17, 2012
Schwab Announces Envestnet | Tamarac as Selected Participant in Schwab Intelligent Integration
Chicago, IL – May 1, 2012
Envestnet Completes Acquisition of Tamarac
Stuart DePina Becomes Group President of Envestnet |TamaracTM
Chicago, IL & Seattle, WA – February 16, 2012
Envestnet to Aquire Tamarac
Combined Firms Offer Broadest Technology Platform, Investment Products and Services to RIAs
Seattle, WA – November 2, 2011
Tamarac Announces Initial Integration Partners for Its Cloud-Based RIA Platform
Tamarac’s Advisor Xi offering opens the door for rapid third party integration
Seattle, WA – November 1, 2011
Tamarac Releases Advisor Xi, the Next Generation of Its Cloud-Based RIA Platform
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.
Seattle, WA – October 19, 2011
Tamarac Ranks Number 43 on the 100 Fastest Growing Private Companies List by Puget Sound Business Journal in 2011
Fourth Consecutive Year of 50% Revenue Growth
Seattle, WA – October 12, 2011
Tamarac Named to 2011 Microsoft Dynamics President’s Club
Microsoft recognizes Tamarac for commitment to customers
Seattle, WA – July 12, 2011
Tamarac Opens East Coast Office to Maintain Service Excellence as Integrated RIA Platform Adoption Soars
2011 Year-to-Date Sales Exceed Total 2010 Sales
Seattle, WA – March 16, 2011
New Board Member Announcement
Tamarac today announced that Kati Hvidtfeldt, Senior Director of Business Development at Microsoft, was elected to Tamarac's board of directors.
Seattle, WA – January 25, 2010
Tamarac is a Microsoft Dynamics CRM Partner and a Microsoft Gold Certified Partner
Tamarac uniquely addresses the needs of independent advisors by deeply integrating its portfolio management suite with Microsoft Dynamics CRM
Seattle, WA – October 27, 2010
Tamarac releases the second version of its integrated portfolio management suite — Advisor X
Tamarac integrates its industry leading portfolio rebalancing software with performance reporting, portfolio accounting and a custom version of Microsoft Dynamics® CRM
Seattle, WA – October 22, 2010
Tamarac adds Advisor View to its integrated portfolio management suite
Advisor View includes a dynamic reporting application, an intuitive interface to build PDF performance reports and a customizable customer portal with document vault
Seattle, WA – September 30, 2010
Tamarac adds straight-through processing of ETF and equity trades directly from its industry leading portfolio rebalancing application
Advisors can now route and track trades from creation through settlement using a single rebalancing and trading platform
Boston, MA – June 7, 2010
ByAllAccounts and Tamarac Deliver All-in-One Platform for Financial Advisors to Streamline Operations and Workflow
Integrated Investment Management Now Combined With Aggregated Financial Account Information
Seattle, WA – Sept 14, 2009
Tamarac expands its product offering by introducing an integrated suite of portfolio management applications
Building on its reputation for best-in-class software and service, Tamarac uniquely solves the technology and service needs of today's RIA.
Seattle, WA – Sept 14, 2009
Tamarac AdvisorServices launches outsourced portfolio management solution
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.
Seattle, WA – July 16, 2009
Large RIAs, firms managing over $500MM in assets, overwhelmingly choose Tamarac Advisor for their rebalancing and trading software
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.
Seattle, WA – May 6, 2009
Focus Financial Partners, the leading partnership of independent wealth management firms, chooses Tamarac as their preferred portfolio rebalancing software vendor.
Five Focus Financial Partner firms implement Tamarac within first two months of agreement
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