"Expanding the breadth and depth of integration with technology solutions like Envestnet | Tamarac enable advisors on our platform to reap the rewards of simpler, more streamlined workflow," said Brian Shenson, vice president, Advisor Technology Solutions, Schwab Advisor Services.
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 outcomes.
Envestnet | Tamarac's web-based platform for independent RIAs, Advisor Xi, deeply unifies portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management (CRM) system.
For more information on Advisor Xi, please visit: www.envestnet.com/tamaracMedia Jami Schlicher, JCPR(973) 850-7309 firstname.lastname@example.org SOURCE Envestnet | Tamarac