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Chicago, IL – November 5, 2014
Press Release

New Interactive iPad App Helps Advisors Build Stronger Client Relationships

Fully Customized and Branded Application Brings New Interactivity and Elegant User Interface
Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated and web-based portfolio and client management software for independent advisors, announces the launch of its Advisor View app for iPad users, which will be available in the first quarter of 2015. The app, which is the latest solution from Tamarac that advisors can use to further their engagement with clients, can be custom-branded for Registered Investment Advisors (RIAs) by Tamarac and placed in the Apple Store for those firms’ employees and clients to download.

Advisors interested in previewing the iPad app can contact to schedule a personal demonstration.

“It’s all about client engagement and empowering advisors to demonstrate their value in a way that makes their clients want to interact with them,” said Stuart DePina, Group President, Envestnet | Tamarac. “Advisors can utilize their firms’ iPad app as an extension of their integrated portfolio management platform, Advisor Xi, and their end clients will find great value in the rewarding mobile interface.”

Mr. DePina added, “Having this level of mobility arms advisors with a 24/7 storefront to strengthen their client relationships through an additional dynamic touch point—further enabling RIAs to remain competitive with ‘robo-advisors’ while demonstrating their value and expert guidance for the clients they work with.”

Advisor View combines portfolio analysis, reporting, and billing capabilities with a client portal so advisors can create complete financial pictures for each client and deliver them in an interactive and paperless medium. Advisor View is a component of Advisor Xi, Envestnet | Tamarac’s web-based platform for independent RIAs, and enables advisors to put together customized client-facing reports and send them to clients through the client portal—which the iPad app has taken to the next level.

The app builds on Advisor View’s current client portal offerings, including a personalized dashboard, dynamic reports, a document vault, and client communication tools, but utilizes a new user interface specially designed for iPads. The Advisor View iPad app’s innovative features include:

“RIAs provide specialized expertise, services, and insight that clients cannot obtain anywhere else, and the Advisor View iPad app was built to demonstrate this value,” said Mr. DePina. “The heightened interactivity fostered by this app allows clients to see first-hand the vital role advisors play in effectively managing their portfolios and moving them closer to their financial goals. In addition, Envestnet | Tamarac’s ability to brand and customize the app for each RIA practice provides a seamless user experience for all employees and clients.”

Since the beginning of 2013, client assets managed on Advisor View have more than doubled, from $100 billion to over $280 billion as of the second quarter of 2014—making it one of the fastest-growing portfolio management and client engagement solutions for RIAs. More than 500 RIA firms currently utilize Advisor View’s client management and reporting capabilities.
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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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