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Seattle, WA – May 6, 2009
Press Release

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
Seattle, Washington, May 6, 2009 Tamarac Inc., the market leader in premium portfolio rebalancing and trading software, has entered into a partnership with Focus Financial Partners LLC, , to be the preferred provider of portfolio rebalancing software to its growing partnership of leading independent wealth management firms.

With 17 partners and affiliates across the US and the UK, Focus is the leading independent wealth management organization uniting outstanding experts in an entrepreneurial partnership. In addition to being a part of a world-class network of their peers, Focus partners benefit from resources and consulting services in areas such as marketing and talent development, recruitment, and acquisitions.

"Focus Financial Partners has built a true partnership of likeminded fiduciary leaders that share best practices, information, capabilities and referrals," says Rudy Adolf, CEO and founder of Focus Financial Partners. "The selection of Tamarac as our exclusive rebalancing software vendor supports our ethos of helping our partner firms grow faster and operate more efficiently, while at the same time allowing them to manage their firms in the manner that made them successful in the first place."

Tamarac Advisor® is a web-based portfolio management application that automates portfolio monitoring, rebalancing, trading and post-trade reconciliation. Tamarac provides firms with in depth training, consulting and ongoing support to ensure they receive the highest returns on their technology investment.

"Focus acts as a true partner to its firms by enabling them with the tools and resources to be successful," says Stuart DePina, CEO Tamarac, Inc. "We share a similar philosophy of partnering with every firm that uses our software and ensuring they receive tremendous value from our application. Within the first two months of our relationship with Focus, five of their firms have implemented Tamarac Advisor. Firms using our software realize measureable gains in back-office efficiencies which translate to more time for clients, prospecting and research – and that means more profitable growth."
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About Envestnet

Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.

More than 88,000 advisors and 3,500 companies including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information about Envestnet | Tamarac, please visit and follow @TamaracInc.
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