Stuart DePina

As Part of Latest Tech Update Release, Advisors can Create, Modify & Report on Percentage Ownership Accounts in Envestnet | Tamarac's Advisor View™

Advisors Utilizing Tamarac's RIA platform Advisor® Xi can Access Real-Time Data , Alerts and Custodial Documents for Client Accounts Custodied at TD Ameritrade Institutional

Envestnet | Tamarac has implemented the first phase of integration between its web-based Advisor^® Xi suite for independent RIAs and the Veo^® custodial platform from TD Ameritrade Institutional. Advisors using Advisor Xi now have instant access to real-time account details, alerts, balances, and realized gains/losses for client accounts custodied at TD Ameritrade Institutional.

Envestnet announced that it has acquired Finance Logix, a technology company that provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.

“Advisors we serve have been requesting a tightly-integrated platform where financial planning flows seamlessly into investment planning and ongoing management on a single platform,” said Jud Bergman, Chairman and CEO of Envestnet. “This acquisition allows us to deliver that capability and increase the breadth of our platform and the functionality gap between our platform and competing platforms.”

Envestnet, Inc, a leading provider of unified wealth management technology and services to financial advisors, announced today that it has acquired Upside, a technology company providing digital advice solutions to financial advisors. Terms of the acquisition were not disclosed.

Upside helps financial advisors compete against other digital advisors, or “robo advisors,” by leveraging technology and algorithms to advise, manage, and serve clients who want high quality, personalized investment services delivered to them when and where they want it. The company’s design-led, advisor-branded platform provides investors with an intuitive investment management experience, including paperless onboarding and required trading and rebalancing.

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.

Upgraded CRM Leverages New Microsoft Dynamics® User Interface and Enhanced Integrations With Advisor Xi® Platform to Create More Cohesive Client Management Process

Envestnet | Tamarac, a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, a division of Envestnet, Inc. (NYSE: ENV), has released the next-generation version of its integrated client relationship management (CRM) application, with a completely redesigned user interface and new integrations throughout the Advisor Xi^® platform.

Firm Continues to Integrate with Leading Custodial Platforms to Abbreviate Trading and Portfolio Management Processes for RIAs