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Chicago, IL – November 5, 2014
Press Release

One of South Florida’s Largest Independent RIAs Harnesses Advisor Xi Technology to Continue Growth Trajectory

Evensky & Katz / Foldes Financial Wealth Management Adopts Advisor View to Create More Interactive Experience for Clients
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 that Evensky & Katz / Foldes Financial Wealth Management has chosen to utilize Tamarac Advisor View to streamline portfolio management, reporting, billing, and client communications.

The secure client portal in Advisor View will enable the firm's clients to review account reports and other documents online at any time, and is also equipped with a personalized dashboard for easy navigation as well as communication tools to interact with advisors.

Evensky & Katz Wealth Management and Foldes Financial Management merged earlier this year to create one of the largest independent registered investment advisors (RIAs) in South Florida, with approximately 4,100 accounts and $1.6 billion in assets under management. The combined firm (, which is based in Coral Gables, FL, has a staff of 25 professionals, including 13 Certified Financial Planner (CFP) practitioners.

Following the merger, Evensky & Katz / Foldes Financial selected Advisor View from Envestnet | Tamarac to increase interaction between advisors and clients, and position the firm to continue its long-term growth.

"We needed a sophisticated technology solution that would be user-friendly for our full spectrum of clients, and would help us expand our offerings. Advisor View fits the bill in every regard," said Harold Evensky, CFP, AIF, Chairman, Evensky & Katz / Foldes Financial Wealth Management. "We found Envestnet | Tamarac to be a like-minded partner that shares our commitment to providing interactive and customized client service, while ensuring client data remains secure and accurate."

Through Advisor View, Evensky & Katz / Foldes Financial's advisors can create and customize dynamic reports within Advisor View and specify which reports certain clients can access via their integrated portal. When it becomes available in the first quarter of 2015, the firm's advisors and clients will also be able to utilize Envestnet | Tamarac's Advisor View iPad app, which features an elegant user interface and advanced client portal capabilities that leverage swipe navigation. The app is optimized for an iPad user interface.

"When advisors are empowered with technology that clearly demonstrates their value, they develop stronger relationships with their clients as well as the flexibility to efficiently and effectively serve more clients," said Stuart DePina, Group President, Envestnet | Tamarac. "We look forward to working with Evensky & Katz / Foldes Financial to provide its clients with an interactive and personalized wealth management experience."

Advisor View is a component of Advisor Xi, Envestnet | Tamarac’s web-based platform for independent RIAs. In addition to Advisor View, the Advisor Xi suite includes Advisor CRM, a customized version of Microsoft Dynamics CRM which is designed specifically for independent RIAs, and Advisor Rebalancing, the industry’s leading portfolio rebalancing and trading application.

"In today’s wealth management marketplace, it is not enough for RIAs to simply maintain a website and email reports to clients—they need to facilitate frequent interaction with clients," said Lane Jones, CFA, CFP, Chief Investment Officer, Evensky & Katz / Foldes Financial. "We are confident we can seamlessly grow and enhance our practice with the relationship-strengthening benefits of Advisor View."
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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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