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Chicago, IL – October 22, 2014
Press Release

Envestnet | Tamarac Introduces Integration with eMoney Advisor

View a Live Demonstration of Tamarac's New Client Portal at eMoney's Advisor Summit
CHICAGO, IL – September 22, 2016 – Envestnet | Tamarac has announced an integration with eMoney Advisor ("eMoney"), a leading provider of advanced wealth-planning solutions for financial advisors. Financial advisors that utilize both Tamarac and eMoney can now view regularly updated account data from Tamarac within the eMoney platform, and import that data into reports and financial plans created in eMoney.

This is the latest step we have taken to provide advisors with the partner integrations and financial planning tools they need to demonstrate more value for clients through holistic wealth management," said Stuart DePina, Group President of Envestnet | Tamarac. "We will continue to work with eMoney and our other financial planning partners to seamlessly deliver data to and from the Tamarac system, which will further bring together account management and financial planning for advisors."

As part of the integration, account information, holdings and transactions from Envestnet | Tamarac can be pulled on a daily basis directly from Advisor View, the portfolio management and performance reporting component of the Advisor Xi Suite, into eMoney's emX wealth management platform using Tamarac's open API. The data is incorporated into reports and financial plans in eMoney.

"Joining forces with Tamarac will help our mutual advisors further enhance the wealth management experience for their clients," said Ed O'Brien, CEO of eMoney Advisor. "A holistic perspective of clients' accounts and wealth is essential for creating collaborative client relationships, and we will work with Envestnet | Tamarac to establish deeper connections through our technology systems."

Envestnet | Tamarac will have a booth at the eMoney Advisor Summit from September 21-23, 2016 at the Ritz-Carlton Laguna Niguel in Dana Point, CA. In addition to offering onsite demonstrations of the Advisor Xi integrated technology suite for independent RIAs, Tamarac representatives will lead a partner breakout session on September 22 at 2:00 p.m. The session, "Engage Your Clients and Appeal to the Next Generation of Investors with the Tamarac Advisor Xi Suite," will be held in the Ritz-Carlton Laguna Niguel's Plaza Room.

More information about the eMoney Advisor Summit is available at: and through the event hashtag #eMoneySummit16.
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About eMoney Advisor

eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning platform for financial advisors and firms that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit:

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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