Start the conversation
Sign In
CHICAGO, IL – April 05, 2018
Press Release

Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application

Award recognizes the caliber of the Tamarac portfolio management solution for second straight year
Envestnet | Tamarac (www.tamaracinc.com) announced today that it received the 2018 Family Wealth Report Award for best portfolio management software for the second straight year. The company was recognized for its Tamarac Reporting™ portfolio management, performance reporting, billing and client portal application, which is part of the Tamarac platform for Registered Investment Advisors (RIAs).

“We are very pleased to be honored by Family Wealth Awards for the second straight year for our best-in-class portfolio management solution,” said Stuart DePina, president of Envestnet | Tamarac. “This award is a testament to our commitment to continuous improvement and to the caliber of our portfolio management application, which enables RIAs to better engage with their clients and demonstrate the value they provide.”

The award reflects the continual enhancements that are made to Tamarac Reporting, including: This Family Wealth Report Award is representative of the success of the Tamarac platform, a comprehensive solution that combines award-winning portfolio management, reporting, client portal, trading and customer relationship management (CRM) capabilities into a single solution. Close to 1000 RIA firms, collectively managing over $1T in assets, utilize the Tamarac platform to grow their business with greater efficiency and engage their clients.

Tamarac will continue to rapidly innovate during the course of this year, with a focus on their client portal and mobile apps, by adding prospecting and onboarding capabilities, personal budgeting, financial planning, and much more.

“The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature,” said Stephen Harris, CEO of ClearView Financial Media and published of Family Wealth Report. “These awards recognize the very best operators in the private client industry, with ‘independence,’ ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.”

Presented annually, the Family Wealth Report Awards recognize companies, teams and individuals from the global private banking, wealth management and advisor communities that have demonstrated innovation and excellence during the previous calendar year. An expert panel of judges is drawn from both private banks and trusted advisors/consultants to the sector. The 2018 Family Wealth Report Award for portfolio management was presented to Envestnet | Tamarac at an awards dinner held in New York on March 7.

More Press Releases Schedule a Demo

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 www.tamaracinc.com and follow @TamaracInc.
Copyright Envestnet | Tamarac All rights reserved.
www.tamaracinc.com is digitally verified by Starfield Secure Certification Authority.
Tamarac Trading
Sign In
Tamarac Reporting
Sign In