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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 Envestnet | Tamarac Announces a Fully Digital Client Account-Opening Process With TD Ameritrade and Schwab Advisor Services™
Tamarac makes strides towards streamlining the client onboarding process CHICAGO , Sept. 20, 2018 /PRNewswire/ -- Envestnet | Tamarac ( www.tamaracinc.com ) announced new integrated systems with two major custodians, TD Ameritrade and Schwab Advisor Services, that will enable advisors to streamline
Toggle Summary Rembert Pendleton Jackson Chooses Envestnet | Tamarac Technology to Create Efficiencies and Prepare for Future Growth
Firm selects award-winning Tamarac platform for portfolio management, reporting and client portal technology CHICAGO , Sept. 6, 2018 /PRNewswire/ -- Rembert Pendleton Jackson (RPJ), a SEC -registered investment advisor located in Falls Church, Virginia , recently announced it selected the
Toggle Summary Envestnet | Tamarac Introduces Enhanced Features for Family Office Reporting
Tamarac announces major search engine functionality and Relationship Diagram to improve platform experience for RIAs and family offices CHICAGO , Aug. 28, 2018 /PRNewswire/ -- Envestnet | Tamarac ( www.tamaracinc.com ) announced newly launched enhancements to its Tamarac Reporting platform to help
Toggle Summary Private Capital Group Selects ERS's Practice Advantage™ for Retirement-Focused Advisors
Integrated Solution Enables Advisors at Private Capital Group to Scale & Grow as They Add More Retirement Plans CHICAGO , Aug. 23, 2018 /PRNewswire/ -- Private Capital Group has chosen to provide the Practice Advantage ™ technology solution from Envestnet | Retirement Solutions (ERS), a

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