Chicago, IL – March 12, 2014Press Release
William Blair & Co. Selects Envestnet | Tamarac's Portfolio Management Platform, Advisor Xi®
Tamarac's Advisor View™ and Advisor Rebalancing® Applications Will Provide Global Investment Firm With Integrated Approach to Serving ClientsEnvestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors, announced today William Blair & Company's selection of key components of their custodian agnostic platform, Advisor Xi®, for its private wealth management business.
Integration of Tamarac's cutting-edge Advisor View™ and Advisor Rebalancing® applications will facilitate real-time, transparent reporting and other portfolio management efficiencies for William Blair's private wealth clients in 2015.
"At Envestnet | Tamarac, we've built a comprehensive platform to address the complex needs of firms such as William Blair," said Stuart DePina, Group President, Envestnet | Tamarac. "Envestnet is uniquely situated to provide integrated technology solutions via a single platform, to empower William Blair as they continue growth and expansion into new markets."
Both Advisor Rebalancing, the industry's premier portfolio rebalancing and trading solution, and Advisor View, Tamarac's integrated portfolio management and reporting application, are part of the Advisor Xi suite. The Advisor Xi platform is Tamarac's custodian-agnostic, web-based platform, designed to deeply integrate portfolio management, billing, rebalancing, trading and performance reporting functions with an online client portal.
"Our business is squarely centered on the ever-changing needs of our private wealth clients. The expanding client base requires more real-time, transparent reporting capabilities," said John Brennan, William Blair's head of Counseling. "Our selection of Envestnet | Tamarac will enable us to provide our financial advisors with cutting-edge technology solutions, tailored to meet the diverse requirements of each and every client." More Press Releases Schedule a Demo