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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
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