Press Releases

06/25/13

CHICAGO, June 25, 2013 -- Envestnet | Tamarac, part of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated web-based portfolio and client management software for independent advisors and wealth managers, announced today that Advisor Rebalancing® will be the first third-party rebalancing application to be included on the Schwab Intelligent Integration™ platform for registered investment advisors.

06/18/13

CHICAGO, IL — June 18, 2013 — Envestnet | Tamarac, part of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated web-based portfolio and client management software for independent advisors and wealth managers, has released a white paper showing that financial advisors at independent RIA practices with some degree of technology integration earn approximately 20 percent more in annual income than their counterparts at independent RIA practices with no technology integration.

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