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Chicago, IL – July 28, 2016
Press Release

Envestnet | Tamarac to Roll Out Client Portal 2.0

Firm Also Introduces New Interactive Reporting & Chart Tools, plus Enhancements for Management & Reporting of Alternatives, in Latest Technology Release
Envestnet | Tamarac has completely redesigned the client portal in its Advisor View portfolio management and performance reporting application ( The new client portal will be implemented as part of Tamarac’s July 2016 technology release, and seeks to help RIAs create highly customizable client portal experiences to engage their clients and appeal to the next generation of investors. Its enhancements include: “In today’s increasingly digital world, advisors need to leverage the latest in mobile technology to engage their clients and demonstrate the value they provide,” said Stuart DePina, Group President of Envestnet | Tamarac. “The enhancements to our client portal are designed to empower advisors to create a more interactive, personalized experience for their clients, in which data, insights, and notifications can be dynamically displayed and discussed—giving advisors a long-term competitive advantage.”

Envestnet | Tamarac also rolled out new features to make charts in Advisor View reports more compelling and interactive. Besides being able to leverage updated default colors that give report charts a more modern look, advisors can now zoom in and hover for quick access to data points, seamlessly print charts directly from their dashboards, and easily view details by placing the cursor over a category or data point.

These functionalities can be used in scatter charts as well as bar and pie charts, and a new option—the donut chart. Advisors can utilize these features to make charts more interactive in the following reports: Account Performance, Asset Allocation, Account Analytics, Bond Analysis, Capital Flows, Projected Income, and Summary.

Advisors can also add a tile on the Advisor View dashboard which monitors intraday changes in the values of holdings. This information can then be downloaded into the Holdings report, where it can be displayed under the new “Intraday Value Change ($)” column.

Enhancements to Improve Management & Reporting of Alternative Assets

In addition, Envestnet | Tamarac rolled out the first in a series of updates to enable better management and reporting of alternative assets in Advisor View, such as cost-basis tracking and estimated-value calculations. The enhancements also further streamline the workflows for managing alternative assets by providing: “The enhanced reporting features in Advisor View allow advisors to provide more holistic portfolio management services and insights for their clients—and the capability to seamlessly offer intelligence on both traditional and alternative assets in a single report, and client portal, is key to strengthening client relationships,” said Mr. DePina. “As part of our ongoing platform technology releases, we will continue to roll out updates that streamline multiple workflows and foster greater levels of engagement with clients.”

The July 2016 technology release also includes updates to Advisor Rebalancing® and Advisor CRM®.

Advisor Rebalancing

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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