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
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Envestnet | Tamarac Expands Breadth Of Real-Time Custodial Data From Schwab Advisor Center To Its Integrated RIA Platform

CHICAGO, Nov. 12, 2013 /PRNewswire/ --  Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV),  a leading provider of unified wealth management technology and services to investment advisors, announced today that it has added additional real-time custodial data into its portfolio management and reporting application, Advisor View™. This upgrade further streamlines portfolio management and reporting processes for advisors that custody with Charles Schwab & Co., Inc. ('Schwab').

(Logo: http://photos.prnewswire.com/prnh/20130919/MM83257LOGO )

"We constantly strive to take the integrated portfolio and client management experience to the next level, and are glad to provide this new functionality to advisors that rely on Schwab's custodial services," said Stuart DePina, Group President, Envestnet | Tamarac. "Our single web-based, custodian-agnostic solution streamlines advisory practices so RIAs can obtain greater revenue and scale than they ever thought possible."

Envestnet | Tamarac's entire Advisor Xi® web-based RIA platform, which includes Advisor View, Advisor CRM® and Advisor Rebalancing®, is available through Schwab Intelligent Integration . In addition to the existing custodial alerts, client account information, balances and custodial documents, Tamarac has greatly expanded the breadth of information  such as adding real-time transactions, realized gains/losses and unrealized gains/losses to its array of available real-time custodial data from Schwab. Advisors can also receive trade confirmations, statements and tax documents in Advisor View without having to sign into another system.   

Earlier this year Advisor Rebalancing became the first third-party rebalancing application to be offered through Schwab Intelligent Integration, which enables advisors to leverage real-time Schwab Advisor Center custodial data from within the application. Envestnet | Tamarac is also in the process of integrating Advisor Rebalancing with Schwab's new web trading platform to deliver streamlined processing of account-level trades as well as block trades and allocations. This functionality is scheduled for availability in early 2014.

1 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

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
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

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
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, 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
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

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

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
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 17,113.54 +61.81 0.36%
S&P 500 1,983.53 +9.90 0.50%
NASDAQ 4,456.0160 +31.3120 0.71%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto
Advertising Partners

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