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

Savant Capital Management, a nationally recognized and influential wealth management firm headquartered in Rockford, Illinois, today announced it has selected the Tamarac platform for its award-winning portfolio management, reporting, client portal, billing and rebalancing technology to serve the firm’s 4,300 clients and approximately 15,000 financial accounts nationwide. Envestnet | Tamarac’s integrated platform will empower Savant advisors to operate with greater efficiency and profitability, equip them to achieve the firm’s goals for growth and deliver a superior level of service to their clients.

"Tamarac is a tremendous upgrade from the systems we’ve built ourselves," said Brent Brodeski, CEO at Savant. "With a robust platform that integrates critical portfolio management capabilities, our firm will be able to continually evolve and innovate along with the technology as we aim to deliver real-time advice to our investor clients."

Tamarac’s comprehensive capabilities and centralized data will provide Savant’s team with the ability to create end-to-end workflows that automate and streamline more of the firm’s regular business processes. The platform’s dynamic, real-time reporting and industry-leading client portal and rebalancing software will allow advisors to serve more clients and demonstrate their value more effectively. And as an open platform, Tamarac gives Savant the flexibility to connect with best-in-class integration partners and build a technology system customized to the firm’s unique needs.

"Envestnet | Tamarac’s solutions help advisors be advisors rather than technology experts, so they can focus on offering valuable insights and driving better outcomes for their clients," said Stuart DePina, president of Envestnet | Tamarac. "Our platform offers an enhanced experience to investor clients, financial advisors, and operations and support team members alike, allowing all parties to work together more efficiently and purposefully to achieve investors’ financial goals."

"We believe Tamarac will be a key enabler that will allow us to grow our firm exponentially," Brodeski said. "The efficiencies gained will help us bring a robust value proposition to our clients while making our firm more competitive in the marketplace and an employer of choice for prospective advisors."

Savant manages more than $5 billion in assets and employs more than 150 team members. In addition to its Rockford, Illinois, headquarters, Savant has 11 offices in Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, Illinois; McLean, Virginia; and Madison and Park Falls, Wisconsin. Savant is also an active member of the Zero Alpha Group, which is comprised of multiple best-managed firms that are collectively focused on innovating the RIA industry. More Press Releases Schedule a Demo