CHICAGO, Sept. 22, 2016 /PRNewswire/ -- Envestnet |
Tamarac has announced an integration with eMoney Advisor
("eMoney"), a leading provider of advanced wealth-planning
solutions for financial advisors. Financial advisors that utilize
both Tamarac and eMoney can now view regularly updated account data
from Tamarac within the eMoney platform, and import that data into
reports and financial plans created in eMoney.
"This is the latest step we have taken to provide advisors with
the partner integrations and financial planning tools they need to
demonstrate more value for clients through holistic wealth
management," said Stuart DePina,
Group President of Envestnet | Tamarac. "We will continue to
work with eMoney and our other financial planning partners to
seamlessly deliver data to and from the Tamarac system, which will
further bring together account management and financial planning
for advisors."
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.
About Envestnet
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.
Media
Contact:
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JConnelly
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SOURCE Envestnet | Tamarac