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Chicago, IL – November 12, 2013
Press Release

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

Streamlined Processing of Account-Level Trades, Block Trades and Allocations to be Introduced Early Next Year
Envestnet | Tamarac, part of Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors, announced today that it has added additional real-time custodial data into its portfolio management and reporting application, Advisor View. This upgrade further streamlines portfolio management and reporting processes for advisors that custody with Charles Schwab & Co., Inc. ('Schwab').

"We constantly strive to take the integrated portfolio and client management experience to the next level, and are glad to provide this new functionality to advisors that rely on Schwab's custodial services," said Stuart DePina, Group President, Envestnet | Tamarac. "Our single web-based, custodian-agnostic solution streamlines advisory practices so RIAs can obtain greater revenue and scale than they ever thought possible."

Envestnet | Tamarac's entire Advisor Xi® web-based RIA platform, which includes Advisor View, Advisor CRM® and Advisor Rebalancing®, is available through Schwab Intelligent Integration. In addition to the existing custodial alerts, client account information, balances and custodial documents, Tamarac has greatly expanded the breadth of information such as adding real-time transactions, realized gains/losses and unrealized gains/losses to its array of available real-time custodial data from Schwab. Advisors can also receive trade confirmations, statements and tax documents in Advisor View without having to sign into another system.

Earlier this year Advisor Rebalancing became the first third-party rebalancing application to be offered through Schwab Intelligent Integration, which enables advisors to leverage real-time Schwab Advisor Center custodial data from within the application. Envestnet | Tamarac is also in the process of integrating Advisor Rebalancing with Schwab's new web trading platform to deliver streamlined processing of account-level trades as well as block trades and allocations. This functionality is scheduled for availability in early 2014.

"Expanding the breadth and depth of integration with technology solutions like Envestnet | Tamarac enable advisors on our platform to reap the rewards of simpler, more streamlined workflow" said Brian Shenson, vice president, Advisor Technology Solutions, Schwab Advisor Services.
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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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