As part of the integration, account information, holdings and transactions from Envestnet | Tamarac can be pulled on a daily basis directly from Advisor View™, the portfolio management and performance reporting component of the Advisor® Xi Suite, into eMoney's emX wealth management platform using Tamarac's open API. The data is incorporated into reports and financial plans in eMoney.
"Joining forces with Tamarac will help our mutual advisors further enhance the wealth management experience for their clients," said Ed O'Brien, CEO of eMoney Advisor. "A holistic perspective of clients' accounts and wealth is essential for creating collaborative client relationships, and we will work with Envestnet | Tamarac to establish deeper connections through our technology systems."
Envestnet | Tamarac will have a booth at the eMoney Advisor Summit from September 21-23, 2016 at the Ritz-Carlton Laguna Niguel in Dana Point, CA. In addition to offering onsite demonstrations of the Advisor Xi integrated technology suite for independent RIAs, Tamarac representatives will lead a partner breakout session on September 22 at 2:00 p.m. The session, "Engage Your Clients and Appeal to the Next Generation of Investors with the Tamarac Advisor Xi Suite," will be held in the Ritz-Carlton Laguna Niguel's Plaza Room.
More information about the eMoney Advisor Summit is available at: http://info.emoneyadvisor.com/emoney-advisor-summit-2016 and through the event hashtag #eMoneySummit16.
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective, and fully-aligned standard of care, and empower advisors to deliver better outcomes.
Envestnet | Tamarac's web-based platform for independent RIAs, Advisor® Xi, deeply unifies portfolio management, modeling, rebalancing, trading, billing, and reporting with a client portal and enterprise-level client relationship management (CRM) system.
Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 1,000 companies, including 11 of the 20 largest U.S. banks and hundreds of Internet services companies, subscribe to the Envestnet | Yodlee platform to power personalized financial apps and services for millions of consumers. Envestnet | Yodlee solutions help transform the speed and delivery of financial innovation, improve digital customer experiences, and drive better outcomes for our clients and their customers.
For more information about Envestnet | Tamarac's Advisor Xi, please visit www.envestnet.com/tamarac or follow @TamaracInc (https://twitter.com/TamaracInc).
About eMoney Advisor
eMoney Advisor, LLC ("eMoney"), based in Radnor, Pennsylvania, is the only wealth-planning platform for financial advisors and firms that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.
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SOURCE Envestnet | Tamarac