Press Releases

Chicago, IL – September 15, 2020

Envestnet | Tamarac Strengthens Cash Management Capabilities for RIAs, Forging Integration with Flourish

Data Feed from Flourish Cash is Among the Latest Set of Tech Updates to Tamarac Suite

Chicago, IL – August 26, 2020

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report

Chicago, IL – June 30, 2020

Flyer Launches New Co-Pilot OMS Fixed-Income Trade Processing Enhancements as Part of Expanded Integration with Envestnet | Tamarac

Advisors relying on the Envestnet | Tamarac (Tamarac) platform now can automate their fixed-income trade processing in Flyer's Co-Pilot.

Chicago, IL – May 28, 2020

For RIAs, Digital Transformation is Key for Staying Competitive & Meeting Client Expectations Post-Pandemic: White Paper

Industry Report, Commissioned by Envestnet & Produced by Aite Group, Illustrates How COVID-19 Crisis Dramatically Enhances the Importance of Digitalization; Best Practices & Most Essential Capabilities for RIAs Outlined

Chicago, IL – March 05, 2020

Envestnet to Expand Footprint Further in 'Silicon Raleigh' With Move into 'Tower Two at Bloc[83]'

Modern High-Rise Office Building in Most Coveted Neighborhood Will Enable Envestnet's North Carolina-Based Teams to More Than Double Their Headcount Over Next Year

Chicago, IL – December 19, 2019

Envestnet | Tamarac Enhances PortfolioCenter to Optimize Advisor Efficiencies and Improve Data Management

Envestnet | Tamarac today deployed strategic enhancements to PortfolioCenter, a portfolio management and reporting engine for small- to mid-sized registered independent advisers (RIAs)

Chicago, IL – November 12, 2019

Envestnet | Tamarac and Flyer Roll Out Co-Pilot OMS to Advisors

Advisors using Tamarac Trading now have access to enhanced trading capabilities to streamline operations, eliminate errors and improve outcomes for clients

Chicago, IL – November 05, 2019

Envestnet | Tamarac Announces PortfolioCenter Cloud as Solution for Emerging RIAs

Trusted performance reporting and flexible billing help emerging practices streamline their businesses and enhance client communications

Chicago, IL – November 04, 2019

Envestnet | MoneyGuide Introduces 5 Blocks, Powered by Yodlee Financial Data, With Plans for Tamarac Integration

Envestnet further enhances its unified advice platform to improve advisor-client engagement and help make financial wellness a reality for everyone

Chicago, IL – September 18, 2019

Envestnet | Tamarac to Provide Tamarac Reporting and Trading Technology to Rockbridge Investment Management

Firm to use Tamarac Trading and Reporting to streamline back-end processes and help drive business growth

Chicago, IL – June 27, 2019

Envestnet | Tamarac to Support Merrill Private Wealth Management Advisors With Tamarac Reporting

Envestnet | Tamarac today announced that it will provide more than 200 Merrill Private Wealth Management teams with access to its award-winning portfolio management and reporting solution

Chicago, IL – June 18, 2019

Envestnet | Tamarac Announces Fully Digital Client Account-Opening With TD Ameritrade Institutional and Schwab Advisor Services

Tamarac streamlines client onboarding process for advisors

Chicago, IL – May 09, 2019

Envestnet | Tamarac Announces Integration With Practifi, a Business Management Platform for Financial Advice and Wealth Management

RIAs leveraging Tamarac and Practifi can further simplify their businesses with automated workflows, integrated industry solutions, and unified data

Chicago, IL – April 24, 2019

Envestnet | Tamarac Bundles FIX Flyer’s Co-Pilot OMS to Advance Trading Capabilities

RIAs using Tamarac Trading with FIX Flyer gain enhanced trading capabilities, increased efficiencies and streamlined operations

Chicago, IL – April 01, 2019

Envestnet | Tamarac Provides Ongoing Platform Support and Upgrade Options for PortfolioCenter Users as Part of Announced Acquisition

Users are welcome to stay on PortfolioCenter and have the option to add Tamarac’s award-winning portfolio management application for up to two years at no additional cost

Chicago, IL – February 21, 2019

Envestnet | Tamarac Announces Agreement to Acquire PortfolioCenter from Schwab Performance Technologies

Tamarac enables RIAs using PortfolioCenter to dramatically boost their portfolio management and client engagement capabilities

Chicago, IL – November 27, 2018

Envestnet and BlackRock Enter Strategic Relationship to Enhance the Financial Advisor Experience

Strategic Relationship Aims to Provide Advisors with New Integrated Investment Technology Solutions

Chicago, IL – October 30, 2018

Envestnet | Tamarac Announces Integration with Wealth Access

Providing RIAs with More Choice in Integrated Client Engagement Tools

Chicago, IL – October 25, 2018

Envestnet | Tamarac Clients Surpass $1.2 Trillion in Collective Assets Under Management

Tamarac also announces more than 1,000 RIA firms now using its platform

Chicago, IL – October 24, 2018

Envestnet | Tamarac Announces Integration with LifeYield

Advisors are now able to combine LifeYield's tax-smart optimization with the award-winning Tamarac Portfolio Management suite to drive better financial outcomes for their clients

Chicago, IL – October 11, 2018

Envestnet | Tamarac Announces Integration with Private Client Resources (PCR)

PCR's wealth data aggregation services now available with Tamarac's open platform for RIAs

Chicago, IL – September 20, 2018

Envestnet | Tamarac Announces a Fully Digital Client Account-Opening Process with TD Ameritrade and Schwab Advisor Services

Tamarac makes strides towards streamlining the client onboarding process

Chicago, IL – September 6, 2018

Rembert Pendleton Jackson Chooses Envestnet | Tamarac Technology to Create Efficiencies and Prepare for Future Growth

Firm selects award-winning Tamarac platform for portfolio management, reporting and client portal technology

Chicago, IL – August 28, 2018

Envestnet | Tamarac Introduces Enhanced Features for Family Office Reporting

Tamarac announces major search engine functionality and Relationship Diagram to improve platform experience for RIAs and family offices

Chicago, IL – June 7, 2018

Envestnet | Tamarac Introduces Enhanced Business Intelligence Reports

Flexible Reporting Provides RIAs with Actionable Insights on Client Preferences and the Health of their Business

Chicago, IL – June 5, 2018

Envestnet | Tamarac Enhances Integration with BNY Mellon’s Pershing NetX360

Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application

Chicago, IL – May 15, 2018

Envestnet | Tamarac Takes Client Engagement to the Next Level

Announces aggressive product roadmap to enhance its award-winning client portal and empower advisors with new client engagement tools

Chicago, IL – May 15, 2018

Envestnet | Tamarac to Announce Financial Planning Capabilities at Advisor Summit

Tamarac will announce new financial planning capabilities at this week’s 2018 Advisor Summit in New Orleans.

Chicago, IL – April 10, 2018

LJPR Financial Advisors Selects Envestnet | Tamarac Technology to Enhance Client Service and Create Efficiencies

Firm selects award-winning Tamarac platform for portfolio management, reporting, billing and client portal technology

Chicago, IL – April 05, 2018

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

Chicago, IL – March 28, 2018

Tamarac Introduces Quick Start Offering

The Most Comprehensive Technology Solution for RIAs now Available to Breakaways and Other Firms Seeking Accelerated Implementation and Fast Growth

Chicago, IL – March 7, 2018

Tamarac Clients Exceed $1 Trillion in Collective Assets Managed

The growth in AUM by RIA firms using Tamarac is a testament to the enhanced gains in efficiency that the technology and service can provide.

Chicago, IL – February 7, 2018

Envestnet | Tamarac Introduces iOS and Android Mobile App for Award-Winning Client Portal

New mobile app for iPhone and Android users that provides convenient and secure “on-the-go” access to the award-winning client portal on the Tamarac platform.

Chicago, IL – January 10, 2018

Envestnet | Tamarac Introduces Enhanced Document Vault File-Storage System for its Award Winning Client Portal

Enhanced document vault file-storage system will make it easier and more secure for advisors to manage documents electronically and share them with clients and third parties.

Chicago, IL – November 30, 2017

Envestnet | Tamarac Introduces Integration with RightCapital

Tamarac now integrates with RightCapital, Inc., a leading financial planning software platform for Registered Investment Advisors and independent broker-dealers.

Chicago, IL – November 15, 2017

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

Chicago, IL – November 14, 2017

Envestnet | Tamarac Launches a New Version of Its Comprehensive RIA Platform

Upgraded Platform Combines its Award-Winning Portfolio Management, Client Portal and Rebalancing Capabilities into a Single Application

Chicago, IL – November 1, 2017

Financial Services Advisory Upgrades Client Experience with Award-Winning Envestnet | Tamarac Technology

Integrated Technology Allows FSA to Streamline Workflows and Increase Efficiencies

Chicago, IL – October 18, 2017

Envestnet | Tamarac Wins for Best Client Portal at the 2017 Wealth Management Industry Awards

Client portal receives top honors for delivering an engaging online experience that empowers advisors and clients

Chicago, IL – September 19, 2017

Envestnet | Tamarac Deepens eMoney Advisor Integration and Streamlines Online Access for Investor Clients

This new functionality, which will be available as part of Tamarac’s upcoming technology release, offers a streamlined experience for advisors and investors alike

Chicago, IL – September 19, 2017

Envestnet | Tamarac Releases RIA Platform on Okta Integration Network

A new single sign-on and authentication integration with Okta

Chicago, IL – August 22, 2017

Envestnet | Tamarac is on the Salesforce AppExchange, the World’s Leading Enterprise Apps Marketplace

Independent financial advisors using Tamarac benefit from the integration of its powerful portfolio and client management platform to deliver a comprehensive and scalable solution

Chicago, IL – August 15, 2017

Envestnet | Tamarac Enhances Integration with TD Ameritrade Institutional’s Veo One Platform with Contextual Single Sign-On Capability

Independent advisors can now gain immediate access to client data and reports in Tamarac’s award-winning Advisor View

Chicago, IL – August 10, 2017

Sullivan, Bruyette, Speros & Blayney Looks Toward the Future by Adopting Award-Winning Envestnet | Tamarac Advisor View Portfolio Management Application

Powerful Technology Empowers SBSB Advisors to Focus on Client Service

Chicago, IL – June 27, 2017

Envestnet | Tamarac Simplifies Billing and Auditing Processes for Advisors Using Award-Winning Advisor View Portfolio Management Application

The enhancements made to the Account Billing History report in Advisor View enable advisors to easily compare the Previous Billable Value, Previous Billed Amount and Previous Billing Date for any date period or number of billing cycles

Chicago, IL – June 13, 2017

Envestnet | Tamarac Helps Advisors Find and Act on Client Information Faster Using Award-Winning Advisor View Application

Advisor View users now will be able to find results more quickly with enhancements to the usability and performance of the Find Data For list

Chicago, IL – March 09, 2017

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

Chicago, IL – January 19, 2017

Envestnet | Tamarac Deepens Integration with TD Ameritrade Institutional’s Veo Platform

Chicago, IL – December 12, 2016

Tamarac Incorporates Yodlee’s Data Aggregation into Advisor Xi

Chicago, IL – October 20, 2016

Envestnet | Tamarac Offers Access to Goals-Based Reporting in Advisor View & Client Portal

Chicago, IL – September 22, 2016

Envestnet | Tamarac Introduces Integration with eMoney Advisor

Chicago, IL – May 28, 2016

Envestnet | Tamarac to Roll Out Client Portal 2.0

Chicago, IL – May 17, 2016

Envestnet | Tamarac Unveils A New Version of Advisor CRM

Chicago, IL – April 5, 2016

Litman Gregory Harnesses Envestnet | Tamarac Portfolio Management Solution to Streamline & Grow RIA Practice

Chicago, IL – March 31, 2016

Envestnet | Tamarac Rolls Out New Initiatives in Advisor View Client Portal

Chicago, IL – Chicago – March 23, 201

Envestnet | Tamarac Announces Integration with CAIS

Chicago, IL – March 9, 2016

Envestnet | Tamarac Implements Integration with Pershing's NetX360^® Platform

Chicago, IL – February 18, 2016

Regal Financial Group Strengthens Advisor Platform with Envestnet | Tamarac Solutions

Chicago, IL – February 10, 201

Envestnet ৷Tamarac Rolls Out Industry's First System-Integrated Percentage Ownership Capability

Chicago, IL – February 4, 2016

Envestnet | Tamarac Integrates with TD Ameritrade Institutional's Veo Platform

Chicago, IL – June 17, 2015

Envestnet | Tamarac and FactSet Integrate Platforms

Chicago, IL – May 7, 2015

Advisor Now Leverages Envestnet Platform to Cross the Digital Divide & Reinforce Independent Advisors’ Value Proposition

Chicago, IL – March 12, 2015

Envestnet | Tamarac^™ Rings in 2015 with a Record Year of RIAs Adopting its Portfolio and Client Management Platform

Chicago, IL – November 18, 2014

One of South Florida’s Largest Independent RIAs Harnesses Advisor Xi Technology to Continue Growth Trajectory

Chicago, IL – November 6, 2014

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

Chicago, IL – November 5, 2014

New Interactive iPad App Helps Advisors Build Stronger Client Relationships

Chicago, IL – September 10, 2014

Beacon Pointe Advisors, one of the Nation’s Largest Independent RIAs, Selects Envestnet | Tamara Software and Service to Fuel Growth

Chicago, IL – September 10, 2014

Envestnet | Tamarac Solutions Empower CliftonLarsonAllen Wealth Advisors to Streamline and Broaden Service Offerings

Chicago, IL – August 13, 2014

Advisor View by Envestnet | Tamarac Is One of the Fastest Growing Portfolio Management and Client Engagement Applications for RIAs

Chicago, IL – April 16, 2014

Envestnet | Tamarac Rolls Out Next-Generation Advisor CRM - Redesigned User Interface Furthers Integration

Chicago, IL – March 13, 2014

Envestnet | Tamarac Experiences Record Technology Adoption In 2013

Chicago, IL – March 12, 2014

William Blair & Co. Selects Envestnet | Tamarac's Portfolio Management Platform, Advisor Xi

Chicago, IL – February 11, 2014

Envestnet | Tamarac Provides RIAs With Scale Necessary To Expand Through Acquisitions

Chicago, IL – February 10, 2014

Envestnet | PMC Launches New Series Of Cost-Effective Beta Portfolios

Chicago, IL – December 3, 2013

Envestnet | Tamarac Advisor Xi Platform Added to Pershing's NetX360 Technology Channel

Chicago, IL – November 12, 2013

Envestnet | Tamarac Expands Breadth of Real-Time Custodial Data From Schwab Advisor Center to its Integrated RIA Platform

Chicago, IL – November 11, 2013

Envestnet Announces The Engagement Of Zachary Karabell As Head Of Global Strategy

Chicago, IL – September 25, 2013

Envestnet | Tamarac Makes Composite Reporting More Accessible for Advisors

Chicago, IL – September 19, 2013

Envestnet | Tamarac Adds Powerful Business Intelligence Reporting to Advisor Xi Practice Management Platform

Chicago, IL – August 13, 2013

Envestnet | Tamarac Named To 2013 Microsoft Dynamics President's Club

Chicago, IL – June 24, 2013

Envestnet | Tamarac Advisor Rebalancing Application to be Added to Schwab Open Gateway CRM

Chicago, IL – June 18, 2013

Envestnet | Tamarac White Paper: Technology Integration Leads to 20% More Annual Income for Advisors

Chicago, IL – December 20, 2012

Envestnet | Tamarac Announces Integration of Advisor Rebalancing with Salentica Advisor Desk CRM

Chicago, IL – November 14, 2012

Envestnet | Tamarac Integrates Performance Reporting and CRM Applications with Schwab Openview Gateway

Chicago, IL – November 13, 2012

Envestnet | Tamarac Brings Tamarac University Online

Chicago, IL – September 20, 2012

Envestnet | Tamarac Concludes Sixth Annual User Conference

Chicago, IL – September 19, 2012

Envestnet | Tamarac Begins Sixth Annual User Conference

Chicago, IL – August 22, 2012

Envestnet | Tamarac Announces Sixth Annual User Conference

San Francisco, CA – May 17, 2012

Schwab Announces Envestnet | Tamarac as Selected Participant in Schwab Intelligent Integration

Chicago, IL – May 1, 2012

Envestnet Completes Acquisition of Tamarac

Stuart DePina Becomes Group President of Envestnet |TamaracTM

Chicago, IL & Seattle, WA – February 16, 2012

Envestnet to Aquire Tamarac

Combined Firms Offer Broadest Technology Platform, Investment Products and Services to RIAs

Seattle, WA – November 2, 2011

Tamarac Announces Initial Integration Partners for Its Cloud-Based RIA Platform

Tamarac’s Advisor Xi offering opens the door for rapid third party integration

Seattle, WA – November 1, 2011

Tamarac Releases Advisor Xi, the Next Generation of Its Cloud-Based RIA Platform

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.

Seattle, WA – October 19, 2011

Tamarac Ranks Number 43 on the 100 Fastest Growing Private Companies List by Puget Sound Business Journal in 2011

Fourth Consecutive Year of 50% Revenue Growth

Seattle, WA – October 12, 2011

Tamarac Named to 2011 Microsoft Dynamics President’s Club

Microsoft recognizes Tamarac for commitment to customers

Seattle, WA – July 12, 2011

Tamarac Opens East Coast Office to Maintain Service Excellence as Integrated RIA Platform Adoption Soars

2011 Year-to-Date Sales Exceed Total 2010 Sales

Seattle, WA – March 16, 2011

New Board Member Announcement

Tamarac today announced that Kati Hvidtfeldt, Senior Director of Business Development at Microsoft, was elected to Tamarac's board of directors.

Seattle, WA – January 25, 2010

Tamarac is a Microsoft Dynamics CRM Partner and a Microsoft Gold Certified Partner

Tamarac uniquely addresses the needs of independent advisors by deeply integrating its portfolio management suite with Microsoft Dynamics CRM

Seattle, WA – October 27, 2010

Tamarac releases the second version of its integrated portfolio management suite — Advisor X

Tamarac integrates its industry leading portfolio rebalancing software with performance reporting, portfolio accounting and a custom version of Microsoft Dynamics® CRM

Seattle, WA – October 22, 2010

Tamarac adds Advisor View to its integrated portfolio management suite

Advisor View includes a dynamic reporting application, an intuitive interface to build PDF performance reports and a customizable customer portal with document vault

Seattle, WA – September 30, 2010

Tamarac adds straight-through processing of ETF and equity trades directly from its industry leading portfolio rebalancing application

Advisors can now route and track trades from creation through settlement using a single rebalancing and trading platform

Boston, MA – June 7, 2010

ByAllAccounts and Tamarac Deliver All-in-One Platform for Financial Advisors to Streamline Operations and Workflow

Integrated Investment Management Now Combined With Aggregated Financial Account Information

Seattle, WA – Sept 14, 2009

Tamarac expands its product offering by introducing an integrated suite of portfolio management applications

Building on its reputation for best-in-class software and service, Tamarac uniquely solves the technology and service needs of today's RIA.

Seattle, WA – Sept 14, 2009

Tamarac AdvisorServices launches outsourced portfolio management solution

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.

Seattle, WA – July 16, 2009

Large RIAs, firms managing over $500MM in assets, overwhelmingly choose Tamarac Advisor for their rebalancing and trading software

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.

Seattle, WA – May 6, 2009

Focus Financial Partners, the leading partnership of independent wealth management firms, chooses Tamarac as their preferred portfolio rebalancing software vendor.

Five Focus Financial Partner firms implement Tamarac within first two months of agreement