|View printer-friendly version|
|Tamarac Incorporates Yodlee's Data Aggregation into Advisor Xi®|
"Our integration with
Thanks to Tamarac's integration with Yodlee, advisors and their clients can add and view data for external financial accounts such as credit cards, investments, loans, and mortgages in Advisor View, the portfolio management and performance reporting application in the Advisor®
Assets and liabilities can be added, and their attributes and historical values updated, when a household is edited in Advisor View and the client portal. The Households page in Advisor View has a new Link Status column that enables advisors to easily monitor accounts and assets from
Net Worth Report in Advisor View & Client Portal
As part of its ongoing effort to help advisors further integrate financial planning and performance in client-facing reports,
In addition, Tamarac has created bulk reports and uploads to enable advisors to efficiently manage assets and liabilities for multiple accounts. For advisors that track assets and liabilities in the Advisor CRM® system on Advisor Xi, Tamarac has designed new Advisor View Assets and Advisor View Liabilities views that can be imported from Advisor CRM into Advisor View. The data set files in the views are formatted to Advisor View specifications, freeing advisors from having to manually create them.
Other updates to Advisor View in this month's technology release include:
"The advisor of the future needs to demonstrate more value for clients through holistic wealth management," said Mr. DePina. "Our updates in this technology release enable advisors to seamlessly service all aspects of a client's financial life while growing their practices—and all by using one platform."
More than 52,000 advisors and 2,500 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/tamarac-incorporates-yodlees-data-aggregation-into-advisor-xi-300376346.html
Dana Taormina, JConnelly, (973) 850-7305, firstname.lastname@example.org
Information is current only as of the date(s) indicated on the materials. We do not have any current intention, and expressly disclaim any obligation, to supplement, update or revise any of the information in these documents. The information contained in these documents should be considered accurate only as of the date of the relevant document. This information may change over time; therefore, visitors to this web site should not assume that the information contained in these documents remains accurate at a later time. Envestnet, Inc.'s press releases, presentations and printed remarks are included on this website for historical purposes only.
Except for historical information and discussions, statements set forth throughout this web site may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 or other applicable laws. These statements involve a number of risks, uncertainties, and other factors that could cause actual results to differ materially, as discussed in the company's filings with the U.S. Securities and Exchange Commission.
Envestnet, Inc.'s financial performance is subject to risks and uncertainties, some of which are discussed in forward-looking statements contained in its reports filed with the U.S. Securities and Exchange Commission. Actual results may differ materially from those described in the forward-looking statements. The stock data above is presented for informational purposes only and is not intended for trading purposes. Stock information may be delayed and reflects stock splits. Historical investment performance is not an indication of future performance.
The information provided on the Investor Relations pages is hosted by a third party. Envestnet, Inc. does not control and is not responsible for any third party content and makes no representations as to the timeliness or accuracy of such content.