Press Release

Printer Friendly Version View printer-friendly version
<< Back
Envestnet | Tamarac Deepens eMoney Advisor Integration and Streamlines Online Access for Investor Clients

CHICAGO, Sept. 26, 2017 /PRNewswire/ -- Envestnet | Tamarac (www.tamaracinc.com) has enhanced its existing integration with eMoney Advisor ("eMoney"), a leading provider of advanced wealth-planning solutions for financial advisors, with a new bidirectional single sign-on capability. Financial advisors and their clients can quickly access their account data from either platform using contextual links, making it easier to track how a client's investments are performing in relation to his or her financial goals.

"As advisors and their clients are shifting their conversations from strictly performance to holistic financial planning, integrations that provide contextual linking help enable these important discussions," said Stuart DePina, president of Envestnet | Tamarac. "We're excited to see our partnership with eMoney evolve as we strive to facilitate more meaningful connections between advisors and investors."   

This new functionality, which will be available as part of Tamarac's upcoming technology release, offers a streamlined experience for advisors and investors alike. The single sign-on capability extends to each platform's client portal, so investors can easily view their account information and contact their advisor with questions. It builds upon the initial integration between Envestnet | Tamarac and eMoney announced last year, which allows financial advisors to pull account information, holdings and transactions from Tamarac's platform into eMoney's emX wealth management platform using Tamarac's open API.

"At eMoney, we constantly ask our clients for feedback to understand what types of products, features and integrations would make the most impact on their businesses. An enhanced integration with Tamarac was high up on their list of requests," said Jessica Liberi, senior vice president, product management at eMoney Advisor. "We're pleased with the latest updates and look forward to adding even more functionality to the eMoney-Tamarac integration to better serve our clients."

Tamarac's comprehensive technology platform combines award-winning portfolio management, reporting, billing, rebalancing and trading functionality with an engaging client portal and RIA specific CRM. Leveraging its broad range of capabilities, Tamarac provides the flexibility to create end-to-end workflows, from client onboarding through quarter-end, that match the unique business processes of each independent advisory firm.

Envestnet | Tamarac will have a booth at the eMoney Advisor Summit from September 25 to 27, 2017, at the Fairmont Scottsdale Princess in Scottsdale, Arizona. In addition to offering on-site demonstrations of its platform, Tamarac representatives will lead a partner breakout session Tuesday, September 26 at 1:00 p.m. The session, "Leveraging Technology to Improve Client Engagement in a Digital World," will be held in the Princess Ballroom E.

More information about the eMoney Advisor Summit is available at: http://info.emoneyadvisor.com/summit-2017 and through the event hashtag #eMoneySummit17.

About eMoney Advisor
eMoney Advisor, LLC ("eMoney"), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney's technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney's solutions transform the wealth management experience for more than 45,000 financial professionals and 2 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com.

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 www.tamaracinc.com and follow @TamaracInc.

Media Contact:
Jill Lewis
Weber Shandwick
952.346.6279
jlewis@webershandwick.com

View original content with multimedia:http://www.prnewswire.com/news-releases/envestnet--tamarac-deepens-emoney-advisor-integration-and-streamlines-online-access-for-investor-clients-300525802.html

SOURCE Envestnet | Tamarac

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.