CHICAGO, Aug. 10, 2017 /PRNewswire/ -- Sullivan,
Bruyette, Speros & Blayney (SBSB), an SEC-registered investment
advisor located in McLean,
Virginia, recently announced its selection of Envestnet |
Tamarac's Advisor View™ as the firm's new portfolio management and
reporting solution. Implementing Advisor View will help SBSB
advisors manage their client portfolios more efficiently and
demonstrate a higher level of service using the application's
reporting and client portal capabilities.
"We needed to look at the next generation of technology to
better serve our clients," said Martine
Lellis, chief operating officer at SBSB. "Tamarac became the
clear leader when we saw how it will take our client experience to
the next level and pay back in operational efficiencies."
With the operational time savings that Advisor View delivers,
SBSB advisors will be able to focus more time on serving the firm's
more than 1,000 clients. Advisors will have a clearer picture of
their entire book of business at their fingertips with custom
dashboards, and they will be better prepared for client
interactions with the ability to clearly communicate the value they
provide through Advisor View's client portal and reports.
"By leveraging our award-winning portfolio management and
reporting software, SBSB advisors can better develop and
communicate thoughtful, data-driven action plans for their
clients," said Stuart DePina,
president of Envestnet | Tamarac. "Tamarac is squarely focused on
enabling advisors with the integrated technology they need to run a
more competitive practice and provide a higher level of service to
their clients."
Advisor View is a component of Advisor Xi®, Envestnet
| Tamarac's web-based platform for independent RIAs. In addition to
Advisor View, the Advisor Xi suite includes Advisor
Rebalancing®, the industry's leading portfolio
rebalancing and trading application, and Advisor CRM®, a
client relationship management system designed specifically for
independent advisors and built on the trusted Microsoft
Dynamics® CRM platform.
"We are confident in our new partnership with Tamarac and that
the transition to its portfolio management platform will not only
be seamless, but will also provide us with opportunity to drive
more efficiencies across our organization," said Lellis. "The fact
that Tamarac never stops innovating gives us the advantage of
continually being at the forefront of technology for the benefit of
our investor clients."
SBSB's 50 employees provide holistic financial planning and
wealth advisory services to high-net-worth individuals and families
throughout the United States and
manage more than $3 billion in
assets. Since 1991, SBSB has paired a customized approach to
creating integrated financial strategies with a strong commitment
to client service.
About Envestnet
Envestnet, Inc. (NYSE: ENV) is the
leading provider of intelligent systems for wealth management and
financial wellness. Envestnet's unified technology enhances advisor
productivity and strengthens the wealth management process.
Envestnet empowers enterprises and advisors to more fully
understand their clients and deliver better outcomes.
Envestnet enables financial advisors to better manage client
outcomes and strengthen their practices. Institutional-quality
research and advanced portfolio solutions are provided through
Envestnet | PMC, our Portfolio Management Consultants group.
Envestnet | Yodlee is a leading data aggregation and data analytics
platform powering dynamic, cloud-based innovation for digital
financial services. Envestnet | Tamarac provides leading
rebalancing, reporting, and practice management software for
advisors. Envestnet | Retirement Solutions provides retirement
advisors with an integrated platform that combines leading practice
management technology, research and due diligence, data
aggregation, compliance tools, fiduciary solutions and intelligent
managed account solutions.
More than 57,000 advisors and 2,500 companies including: 16 of
the 20 largest U.S. banks, 38 of the 50 largest wealth management
and brokerage firms, over 500 of the largest Registered Investment
Advisers, and hundreds of Internet services companies, leverage
Envestnet technology and services. Envestnet solutions enhance
knowledge of the client, accelerate client on-boarding, improve
client digital experiences, and help drive better outcomes for
enterprises, advisors, and their clients.
For more information about Envestnet | Tamarac's Advisor View,
please visit www.tamaracinc.com and follow @TamaracInc.
Media Contact:
Jill Lewis
Weber Shandwick
952.346.6279
jlewis@webershandwick.com
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