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Chicago, IL – June 17, 2015
Press Release

Envestnet | Tamarac and FactSet Integrate Platforms

Tamarac's Embedded Feed Automatically Uploads Account Data to FactSet, Empowering Advisors to Deliver More Value to Clients in Today's Digital Environment
Envestnet | Tamarac has implemented an integration with FactSet, a leading provider of financial information and analytics, to deliver a more seamless, holistic reporting experience for advisors and their clients.

The integration enables mutual advisor clients to directly access aggregated and reconciled account data from Envestnet ৷Tamarac within FactSet to generate advanced portfolio analytics reports on the latter's platform. Tamarac has embedded a data feed into its Advisor Xi technology suite, which automatically uploads data to FactSet on a daily basis—freeing mutual advisor clients from having to manually download and upload data from multiple custodians and other sources to create reports in FactSet.

"The FactSet integration is another step in our mission to help independent advisors more efficiently and effectively service their clients, which empowers them to make their businesses more profitable," said Stuart DePina, Group President, Envestnet | Tamarac. "By using automated integration to provide advisors with access to our aggregated and reconciled data within FactSet, we can help them raise the level of insight they bring to their clients in today's digital age—and deliver more value than ever before."

FactSet allows advisors to deepen engagement with clients, and help them make more informed investment decisions, by generating reports that: Envestnet ৷Tamarac users can leverage FactSet's capabilities to evaluate portfolio performance according to their own unique investment styles, and access multi-manager or fund-of-fund investment approaches. Advisors can also simulate trades before they are executed, and view the portfolio-wide implications of potential security changes. Furthermore, FactSet enables advisors to examine current valuations of individual holdings, groups, or overall portfolios using customizable valuation ratios.

"We look forward to working with Envestnet ৷Tamarac's advisor users to help them uncover the true potential of their clients' portfolios," said Rick Barrett, Senior Vice President and Senior Director, FactSet Analytics. "Our industry-leading analytics tools provide advisors and investors with a more accurate picture of portfolios, and a clear idea of the impact that possible investment changes would yield."
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FactSet, a leading provider of financial information and analytics, helps the world’s best investment professionals outperform. More than 55,500 users stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with FactSet’s desktop analytics, mobile applications, and comprehensive data feeds. The Company has been included in FORTUNE's Top 100 Best Companies to Work For, the United Kingdom's Great Places to Work, and France’s Best Workplaces. FactSet is listed on the New York Stock Exchange and NASDAQ (NYSE: FDS) (Nasdaq: FDS). Follow us on Twitter: @FactSet. For more information on FactSet, please visit, or contact

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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