This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Envestnet | Tamarac Named To 2013 Microsoft Dynamics President's Club

Stocks in this article: ENV

CHICAGO, Aug. 13, 2013 /PRNewswire/ -- Envestnet | Tamarac (, part of Envestnet, Inc. (NYSE: ENV) (, a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has been admitted to the 2013 Microsoft Dynamics President's Club in recognition of its outstanding dedication to meeting the needs of its customers through technology innovation. This is the third consecutive year that Tamarac has received this award, which honors the high levels of sales and customer satisfaction generated by Advisor CRM®, ( Tamarac's customized version of Microsoft Dynamics for financial advisors.

(Logo: )

The Microsoft Dynamics President's Club recognizes high-performing Microsoft Dynamics partners whose ongoing commitment to offering top-quality solutions is reflected in their success. Membership is granted to the top 5 percent of Microsoft Dynamics partners globally.

"The recognition from Microsoft Dynamics over the past three years is a testament to our team's innovative approach to demonstrating the power of integrated technology," said Stuart DePina, Group President, Envestnet | Tamarac. "Our partnership with Microsoft empowers RIA practices to become more efficient and profitable, while cementing our 98 percent-plus client renewal rate."

As an enterprise-level client relationship management system, Advisor CRM serves as the central integration point for the various components of Tamarac's Advisor Xi® Suite, ( a web-based platform that integrates leading portfolio monitoring, rebalancing, reporting, billing and client portal software. An increasing number of third-party software providers specializing in documentation management, financial planning and other areas have also been integrated with Advisor CRM and Advisor Xi, with more applications integrated every year.

"We look at Envestnet | Tamarac as a true business partner," said Michael McCarthy, Chief Operations Officer at Financial Consulate, a registered investment advisor based in the Baltimore area. "As our business needs change to meet the demands of our clients, I am confident that Tamarac will continue to deliver the integrations and support that we need to succeed for many years to come."

ABOUT ENVESTNET (NYSE: ENV)Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective and fully-aligned standard of care, and empower advisors to deliver better results.

Envestnet's Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practice. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Jim Cramer and Stephanie Link reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

Jim Cramer's protégé, David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
Try it NOW
Try it NOW
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

Jim Cramer's protégé, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,164.95 -251.90 -1.45%
S&P 500 1,994.99 -26.26 -1.30%
NASDAQ 4,635.24 -48.1670 -1.03%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs