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Corporate Profile
We are a leading independent provider of technology-enabled, Web-based investment solutions and services to financial advisors. By integrating a wide range of investment solutions and services, our technology platform provides financial advisors with the flexibility to address their clients’ needs. We work with financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions, which we refer to as enterprise clients. More »

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Date Title  
Toggle Summary LJPR Financial Advisors Selects Envestnet | Tamarac Technology to Enhance Client Service and Create Efficiencies
Firm selects award-winning Tamarac platform for portfolio management, reporting, billing and client portal technology CHICAGO , April 10, 2018 /PRNewswire/ -- LJPR Financial Advisors, a fee-only financial advisor and wealth management firm headquartered in Troy, Michigan , announced it selected the
Toggle Summary Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application
Award recognizes the caliber of the Tamarac portfolio management solution for second straight year CHICAGO , April 5, 2018 /PRNewswire/ -- Envestnet | Tamarac ( www.tamaracinc.com ) announced today that it received the 2018 Family Wealth Report Award for best portfolio management software for the
Toggle Summary Tamarac Introduces Quick Start Offering
The Most Comprehensive Technology Solution for RIAs now Available to Breakaways and Other Firms Seeking Accelerated Implementation and Fast Growth CHICAGO , March 28, 2018 /PRNewswire/ -- Envestnet | Tamarac ( www.tamaracinc.com ) is introducing Quick Start, a new offering that will make its
Toggle Summary Envestnet Wins Three 2018 Family Wealth Report Awards
CHICAGO , March 20, 2018 /PRNewswire/ --  Envestnet, Inc. (NYSE: ENV) received three 2018 Family Wealth Report Awards at an awards dinner held at the Mandarin Oriental in New York City on March 8, 2018 . The firm won in the Portfolio Management category for the Tamarac Reporting™ application and in

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