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TheStreet Open House

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

Stocks in this article: ENV

"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/tamarac

Media Jami Schlicher, JCPR(973) 850-7309 jschlicher@jcprinc.com

SOURCE Envestnet | Tamarac

Copyright 2011 PR Newswire. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.
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