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Rembert Pendleton Jackson Chooses Envestnet | Tamarac Technology to Create Efficiencies and Prepare for Future Growth

09/06/18 9:00 am EDT
Firm selects award-winning Tamarac platform for portfolio management, reporting and client portal technology

CHICAGO, Sept. 6, 2018 /PRNewswire/ -- Rembert Pendleton Jackson (RPJ), a SEC-registered investment advisor located in Falls Church, Virginia, recently announced it selected the award-winning Tamarac platform from Envestnet as its portfolio management, reporting and client portal solution. The platform will enable RPJ to streamline back-office operations and enhance client interactions by allowing its advisors to save time and focus on what they do best: providing full-service counsel to more than 900 individual and institutional clients.

"We pride ourselves on taking the time to study our clients' total financial picture before making any investment recommendations as their fiduciary advisor," said Charles Rembert, Principal at RPJ. "This new technology positions us for future growth by providing a scalable solution that allows us to be more efficient and advise more clients while continuing to provide in-depth, personal service."

"Technology is all about creating efficiencies," said Stuart DePina, president of Envestnet | Tamarac. "We strive to provide best-in-class technologies for our client portal, performance reporting, trading, business intelligence and CRM offerings so that advisors have the most advanced tools to streamline their business and operate more profitably, while delivering stellar levels of service to their clients."

Tamarac offers comprehensive capabilities and centralized data to provide firms and advisors with the flexibility and power to create end-to-end workflows that automate more of their regular business processes, such as reporting and billing. Advisors can design and customize their own dashboards to see exactly the information that they need. In addition, as an open platform, the software allows deep integration with a large and growing list of supported partners so that it provides firms such as RPJ with a flexible and integrated solution.

Rembert Pendleton Jackson, based in Falls Church, Virginia, serves more than 900 clients from around the nation's capital and over 35 states. Its 14 registered investment advisors manage more than $1.3 billion in assets with a mission to help individuals and families, foundations and institutions realize their financial goals. 

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 more than 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 Advisers, 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 www.tamaracinc.com and follow @TamaracInc.

 

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SOURCE Envestnet | Tamarac

Brooke Worden, Weber Shandwick, 612.308.6975, bworden@webershandwick.com

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