Press Releases
Envestnet | Tamarac™ Announces Integration of Advisor Rebalancing with Salentica Advisor Desk™ CRM
Chicago – December 20, 2012
Envestnet | Tamarac™ Integrates Performance Reporting and CRM Applications with Schwab Openview Gateway™
Chicago – November 14, 2012
Envestnet | Tamarac™ Brings Tamarac University Online
Chicago – November 13, 2012
Envestnet | Tamarac™ Concludes Sixth Annual User Conference
Chicago – September 20, 2012
Envestnet | Tamarac™ Begins Sixth Annual User Conference
Chicago – September 19, 2012
Envestnet | Tamarac™ Announces Sixth Annual User Conference
Chicago – August 22, 2012
Schwab Announces Envestnet | Tamarac™ as Selected Participant in Schwab Intelligent Integration™
San Francisco, May 17, 2012
Envestnet Completes Acquisition of Tamarac
Chicago, May 1, 2012
Chicago and Seattle, February 16, 2012
Seattle, WA - November 2, 2011
Seattle, WA - November 1, 2011
Seattle, WA - October 19, 2011
Seattle, WA - October 12, 2011
Seattle, WA - July 12, 2011
Seattle, WA - June 7, 2011
Seattle, WA - March 16, 2011
Seattle, WA - January 25, 2010
Seattle, WA - October 27, 2010
Seattle, WA - October 22, 2010
Seattle, WA - September 30, 2010
BOSTON, MA (Marketwire - June 7, 2010)
Seattle, WA - Sept 14, 2009
Seattle, WA - Sept 14, 2009
Seattle, WA - July 16, 2009
Seattle, WA - May 6, 2009
Chicago – December 20, 2012
Chicago – November 14, 2012
Chicago – November 13, 2012
Chicago – September 20, 2012
Chicago – September 19, 2012
Chicago – August 22, 2012
San Francisco, May 17, 2012
Chicago, May 1, 2012
Stuart DePina Becomes Group President of Envestnet |TamaracTM
Envestnet to Aquire TamaracChicago and Seattle, February 16, 2012
Combined Firms Offer Broadest Technology Platform, Investment Products and Services to RIAs
Tamarac Announces Initial Integration Partners for Its Cloud-Based RIA PlatformSeattle, WA - November 2, 2011
Tamarac’s Advisor Xi offering opens the door for rapid third party integration
Tamarac Releases Advisor Xi, the Next Generation of Its Cloud-Based RIA PlatformSeattle, WA - November 1, 2011
Tamarac Inc., a leading provider of integrated portfolio and customer management software and services for financial advisors, today announced the release of the latest version of its integrated RIA platform, Advisor® Xi.
Tamarac Ranks Number 43 on the 100 Fastest Growing Private Companies List by Puget Sound Business Journal in 2011Seattle, WA - October 19, 2011
Fourth Consecutive Year of 50% Revenue Growth
Tamarac Named to 2011 Microsoft Dynamics President’s ClubSeattle, WA - October 12, 2011
Microsoft recognizes Tamarac for commitment to customers
Tamarac Opens East Coast Office to Maintain Service Excellence as Integrated RIA Platform Adoption SoarsSeattle, WA - July 12, 2011
2011 Year-to-Date Sales Exceed Total 2010 Sales
Industry veteran from Russell Investments joins TamaracSeattle, WA - June 7, 2011
Darryl Celkupa heads up Tamarac business development initiatives
New Board Member AnnouncementSeattle, WA - March 16, 2011
Tamarac today announced that Kati Hvidtfeldt, Senior Director of Business Development at Microsoft, was elected to Tamarac's board of directors.
Tamarac is a Microsoft Dynamics CRM Partner and a Microsoft Gold Certified PartnerSeattle, WA - January 25, 2010
Tamarac uniquely addresses the needs of independent advisors by deeply integrating its portfolio management suite with Microsoft Dynamics CRM
Tamarac releases the second version of its integrated portfolio management suite — Advisor XSeattle, WA - October 27, 2010
Tamarac integrates its industry leading portfolio rebalancing software with performance reporting, portfolio accounting and a custom version of Microsoft Dynamics® CRM
Tamarac adds Advisor View to its integrated portfolio management suiteSeattle, WA - October 22, 2010
Advisor View includes a dynamic reporting application, an intuitive interface to build PDF performance reports and a customizable customer portal with document vault
Tamarac adds straight-through processing of ETF and equity trades directly from its industry leading portfolio rebalancing applicationSeattle, WA - September 30, 2010
Advisors can now route and track trades from creation through settlement using a single rebalancing and trading platform
ByAllAccounts and Tamarac Deliver All-in-One Platform for Financial Advisors to Streamline Operations and WorkflowBOSTON, MA (Marketwire - June 7, 2010)
Integrated Investment Management Now Combined With Aggregated Financial Account Information
Tamarac expands its product offering by introducing an integrated suite of portfolio management applicationsSeattle, WA - Sept 14, 2009
Building on its reputation for best-in-class software and service, Tamarac uniquely solves the technology and service needs of today's RIA.
Tamarac AdvisorServices™ launches outsourced portfolio management solutionSeattle, WA - Sept 14, 2009
AdvisorServices combines Tamarac's best-in-class portfolio management platform with over nine years of experience in streamlining back-office workflows to deliver a premium outsourced solution.
Large RIAs, firms managing over $500MM in assets, overwhelmingly choose Tamarac Advisor for their rebalancing and trading softwareSeattle, WA - July 16, 2009
Tamarac Inc., the market leader in portfolio rebalancing and trading software for investment professionals, today announced that more than 50 of its RIA clients each manage over $500MM in assets, making Tamarac Advisor® the rebalancing software of choice for large RIAs.
Focus Financial Partners, the leading partnership of independent wealth management firms, chooses Tamarac as their preferred portfolio rebalancing software vendor.Seattle, WA - May 6, 2009
Five Focus Financial Partner firms implement Tamarac within first two months of agreement
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