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Chicago, IL – October 22, 2014
Press Release

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

Unique Solutions Reflect Envestnet | Tamarac Platform's Deep Integration Across Systems, Empowering Advisors with Insights for Increased Practice Growth and Client Retention
Chicago - September 19, 2013 - Envestnet | Tamarac, part of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has released an enhanced set of proprietary business intelligence reports for users of its Advisor Xi® Suite. Advisor Xi is an industry leading web-based platform that uniquely integrates portfolio management, rebalancing, reporting, billing, client relationship management (CRM) and portal capabilities, with real-time custodial data.

Advisor Xi's reporting tools aggregate actionable business intelligence information, enabling advisors to monitor the health of their business and the potential impact of growth strategies. The reporting capabilities are unique to the Advisor Xi platform because of the deep integrations Tamarac develops within its software suite and with third party systems.

"Envestnet | Tamarac's business intelligence reports provide us with actionable insights to bring more assets under management more quickly," said Karen Neal, Director of Client Services & Compliance at HoyleCohen. "We're able to closely track revenue vs. target, identify centers of influence amongst our referral base, and view all key client data on a single report. It's great to see that Envestnet | Tamarac is so focused on continually enhancing their integrated RIA platform."

Advisor Xi's business intelligence reporting tools include: "Advisor Xi's first-to-market suite of business intelligence reporting tools reflects our commitment to empowering advisors with actionable information, made possible by our deeply integrated solutions," said Stuart DePina, Group President, Envestnet | Tamarac. "The enhanced data visibility and functionality now delivered by Advisor Xi® enables advisors to more effectively allocate resources, prepare business development plans for current and future needs, better serve clients, and focus on growing assets under management."

Envestnet | Tamarac's Advisor CRM dashboard can also be configured with any number of the business intelligence reports for quick access to key performance indicators, automatically updated for real-time accuracy, and advisors can easily drill down into detailed versions of each report. Graphs, charts and gauges clearly provide meaning and useful data, enabling advisors to make timely, informed decisions and monitor the performance and value of their business activities.
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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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