Advisor CRM

Direct Trade Processing Established Between Envestnet | Tamarac™ and Schwab OpenView Gateway™


RIAs Can Save Time by Sending Trades Directly to Schwab Advisor Center® from Advisor® Xi with a Single Click

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors, announces streamlined trade processing as part of its ongoing integration efforts with Schwab OpenView Gateway. Trades can now be sent directly from Tamarac's Advisor® Xi platform to Schwab Advisor Center®. This new integration, currently in pilot, will be rolled out to mutual advisor clients over the next few weeks of this quarter.

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