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Envestnet | Tamarac Releases RIA Platform on Okta Integration Network

CHICAGO, Sept. 19, 2017 /PRNewswire/ -- Envestnet | Tamarac ( announced a new single sign-on and authentication integration with Okta, the leading independent provider of identity for the enterprise, through the Okta Integration Network. Registered independent advisors (RIAs) using Okta to connect to their software applications can now obtain quick access to Tamarac's web-based reporting, trading and CRM platform with one secure single sign-on.

"RIAs who leverage Okta's identity solutions now have the ability to quickly sign on to Tamarac technology and streamline their workflow without compromising security," said Stuart DePina, president of Envestnet | Tamarac. "This integration underscores how Tamarac provides meaningful integrations through a truly open platform that aligns with the way advisors want to work."

The Okta Identity Cloud connects organizations to over 5,000 pre-built integrations through the Okta Integration Network, making it easy to manage and secure the range of applications, infrastructure and devices used by workers today. Many advisors use the Okta Integration Network to connect to applications that help them manage client relationships, expenses and other business functions. This new integration provides advisors fast and secure access to Envestnet | Tamarac's best-in-class client portal, reporting, trading, billing and CRM software from any device, ultimately making their day-to-day work easier so they can focus on enhancing client service.

"This integration is another way of how Envestnet |Tamarac allows us to work more efficiently and demonstrate our value to our clients," said Shane Cummings, director of operations at Halbert Hargrove. "Being able to connect to Tamarac's full suite of applications through the Okta dashboard helps us securely access data and reports easily while working with other applications in the network."

Envestnet | Tamarac's integrated platform for independent RIAs includes Advisor View™, its award-winning portfolio management application; Advisor Rebalancing®, the industry's leading portfolio rebalancing and trading application; and Advisor CRM®, a client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Dynamics® CRM platform.

About Envestnet 
Envestnet, Inc. (NYSE: ENV) is the 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 57,000 advisors and 2,900 companies including: 16 of the 20 largest U.S. banks, 39 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, 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 and follow @TamaracInc.

Media Contact: 
Jill Lewis 
Weber Shandwick 

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SOURCE Envestnet | Tamarac

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