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Chicago, IL – March 12, 2014
Press 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 Clients
Envestnet | 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."
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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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