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Chicago, IL – October 20, 2016
Press Release

Envestnet | Tamarac Offers Access to Goals-Based Reporting in Advisor View & Client Portal

Tamarac’s Latest Technology Release Features Update Across the full Advisor Xi Suite Including Two-Way Integration with MoneyGuidePro
Envestnet | Tamarac ( has rolled out a two-way integration with MoneyGuidePro as part of its October 2016 technology release. The integration enables advisors and their clients to utilize MoneyGuidePro’s goals-based reporting through the Advisor View application and its client portal.

Advisors can now view linked Households data from Advisor View and Advisor CRM in MoneyGuidePro, and MoneyGuidePro data can be viewed on the Households page in Advisor View. They can also add a tile to the client portal dashboard so clients can view their MoneyGuidePro data and use it to assess the probability of meeting their financial goals. In addition to easily importing and exporting data between Advisor View and MoneyGuidePro, the integration provides single-sign-on access to plans in MoneyGuidePro from Advisor View.

“To keep clients engaged in this evolving digital world, having direct access to their financial plan and updates to their accounts within a client portal is quickly becoming the must-have form of client communication, “said Stuart DePina, President of Envestnet | Tamarac. “Our technology updates and enhanced integrations offer advisors greater flexibility to run their practices and add value to client accounts and relationships.”

Advisors can also access account, holding, and transaction information from Advisor View within Envestnet | Logix and eMoney Advisor as part of Tamarac’s ongoing integrations with those systems.

Other updates to Advisor View include:
The October 2016 technology release also includes updates to Advisor CRM and Advisor Rebalancing.

Advisor CRM

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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