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Seattle, WA – November 2, 2011
Press Release

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

Tamarac's Advisor Xi offering opens the door for rapid third party integration
Tamarac Inc., a leading provider of integrated portfolio and customer management software and services for financial advisors, today announced the first wave of integration partners for its cloud-based RIA platform, Advisor® Xi

In this initial release, Tamarac has chosen Cities Digital's Laserfiche® Integration, Worldox® from Trumpet, and NetDocuments® as the three vendors providing integrated documentation management capabilities within the Advisor Xi suite. Tamarac has also selected Laser App for online form submissions, MoneyGuidePro for financial planning, ByAllAccounts® for account aggregation, and Rackspace for hosted Microsoft Exchange®.

Advisor Xi uniquely combines a custom version of Microsoft Dynamics® CRM that's tailored for financial advisors, an on-demand performance reporting and customer portal application, and Tamarac's industry-leading portfolio rebalancing application. Tamarac further supports advisors with a range of outsourced portfolio management services such as daily reconciliation and advanced fee billing.

As a consultant to its clients, Tamarac conducts all the necessary due-diligence to select vendors who can meet the needs of its diverse RIA clientele. Tamarac then manages ongoing integration requirements with each third party so that every advisor using Advisor Xi can simply focus on serving their clients and leveraging the meaningful integrations throughout their technology platform.

Behind the scenes, the Advisor Xi integration hub intelligently manages custodial, application, and third party data, making it instantly accessible throughout the Advisor Xi suite. When information is updated in one product, the integration hub ensures that it's also updated in other applications that share that data. This seamless sharing of data also enables cross-product workflows - where actions in one application trigger activities in another.

The new capabilities of Advisor Xi set the stage for meaningful and rapid integration with other best-in-class application providers. In the upcoming months, Tamarac will be releasing additional integrations with a growing list of partners for financial planning, documentation management, account aggregation, online form submission, hosted Microsoft Exchange, and more.

"Partnering with these first-class vendors represents Tamarac's commitment to taking integration to the next level," said Matt Stroh, VP of Marketing at Tamarac. "Together, we will offer a complete best-of-breed platform that will give financial advisors greater opportunities to replace manual processes with fully automated workflows that span across multiple, integrated products."

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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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