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CHICAGO, IL – November 1, 2017
Press Release

Financial Services Advisory Upgrades Client Experience with Award-Winning Envestnet | Tamarac Technology

Integrated Technology Allows FSA to Streamline Workflows and Increase Efficiencies
Financial Services Advisory (FSA), an SEC-registered investment advisory firm located in Rockville, Maryland, recently announced its selection of Envestnet | Tamarac’s award-winning portfolio management, reporting, billing, rebalancing and client portal platform . Tamarac will help FSA not only effectively manage and rebalance client portfolios, but also demonstrate the value they provide to the firm’s 700 clients by leveraging a state-of-the-art client portal, interactive reporting, customizable PDF reports, a secure document vault, budgeting tools, mobile apps and integrated financial planning.

“As advisors and their clients are shifting their conversations from strictly performance to holistic financial planning, integrations that provide contextual linking help enable these important discussions,” said Stuart DePina, president of Envestnet | Tamarac. “We’re excited to see our partnership with eMoney evolve as we strive to facilitate more meaningful connections between advisors and investors.”

“We were originally looking for a better and more robust portal solution for our clients after using the same technology for the past 30 years,” said Jim Joseph, president at FSA. “Then we discovered Envestnet | Tamarac and realized its solution could be much bigger than a client portal. We saw a whole other level of workflow efficiency and management that would also enhance our clients’ experience.”

Envestnet |Tamarac’s platform will allow the FSA team to greatly streamline its reporting and trading processes by eliminating duplicate data entry and giving them the flexibility and power to create automated, end-to-end workflows customized to the firm’s unique needs. Tamarac’s best-in-class data quality will help FSA conduct trades with confidence and provide data-driven insights to investors. FSA clients will gain a more holistic picture of their finances through Tamarac’s robust client portal, which will serve as a one-stop shop for investors who previously had to visit both FSA’s website and its custodian’s website to get all the information they needed.

“Tamarac’s integrated platform will upgrade both the FSA and client experience significantly,” said Stuart DePina, president of Envestnet | Tamarac. “We strive to empower advisors to offer more actionable intelligence and develop more meaningful engagements with clients, and ultimately make their business not only more efficient, but more competitive.”

“Our team tested the platform extensively and unanimously decided on Envestnet | Tamarac. We appreciate the cloud-based approach and the many automated reporting capabilities,” added Joseph. “Everybody in our team sees the value that the new solution will bring internally and for our clients.”

FSA’s 14 employees provide active investment management and wealth advisory services in 40 states and manage more than $600 million in assets. Since 1982, FSA has built a reputation for reducing losses during sustained downward trends through its FSA Safety Net®, an exit strategy tool that captures its investment philosophy “Winning by not losing.”

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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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