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Chicago, IL – February 5, 2016
Press Release

Victor Bonilla Joins Envestnet | Tamarac As VP of Strategic Relationships

17-Year Schwab Veteran will Focus on Developing Tamarac’s Custodial and Third Party Partnerships to Generate Greater Synergies and Mutual Clients
Victor L. Bonilla has joined Envestnet | Tamarac as Vice President of Strategic Relationships. In this newly created position, Mr. Bonilla will enhance Tamarac’s partnerships with custodians and other third parties, by driving greater collaboration in the areas of training, integration, marketing and sales.

“Victor’s many years of experience working for a top custodian give him unique insight into how we can strengthen our strategic partnerships with a variety of third parties to increase awareness of our combined solutions,” said Stuart DePina, Group President of Envestnet | Tamarac. “We look forward to harnessing Victor’s extensive industry expertise and relationships to provide RIAs with a fully unified platform offering a wider selection of real-time data and innovative solutions.”

Mr. Bonilla previously worked at Charles Schwab & Co. for 17 years, most recently as a Senior Team Manager responsible for a group of technology and business operations consultants within Charles Schwab Advisor Services. He also served as a Senior Technology Consultant at Schwab, a role which required him to work with RIAs utilizing Charles Schwab Advisor Services to identify technology solutions they needed to compete and grow over the long term.

Tamarac has significant integration between their Advisor Xi platform and many custodial platforms, including Fidelity, Schwab, TD Ameritrade, Pershing and Raymond James. Mr. Bonilla will help Tamarac deepen its relationship with these partners, through formal training, co-marketing, support and sales programs.

“Tamarac’s capability to facilitate seamless integration with custodians and vendors is a key reason advisors can obtain scalable growth and better results for clients using Advisor Xi,” said Mr. Bonilla. “Tamarac works closely with these partners to provide the best solutions to RIAs and their clients through a single platform—and strengthening these relationships will enable advisors to do even more for clients within Advisor Xi.”
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About Envestnet

Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.

More than 88,000 advisors and 3,500 companies including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information about Envestnet | Tamarac, please visit and follow @TamaracInc.
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