Tamarac Selected in Schwab Intelligent Integration

May 17, 2012 No Comments »

Schwab Announces Envestnet | Tamarac™ as Selected Participant in Schwab Intelligent Integration™ Envestnet, Inc., As part of the ongoing initiative to integrate with leading platforms serving independent investment advisors, Schwab announced today that Tamarac, a division of Envestnet, Inc., has ... Read More »

Advent Selects ByAllAccounts for Retail Account Info

May 15, 2012 No Comments »

Facilitates Advisors’ Ability to Advise on Retail Accounts Advent Software, Inc., (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, announced it has selected ByAllAccounts, Inc. to provide retail account information to users of ... Read More »

Aggregated Data Stream an Enabler for Advisors

May 4, 2012 No Comments »

ByAllAccounts / Portfolio Pathway Partner to Provide Unified Account View; Enables Advisors to Offer Holistic Wealth Management ByAllAccounts, the leader in account aggregation, and Portfolio Pathway, a portfolio management software solution company, today announced a partnership to provide Portfolio Pathway ... Read More »

Increased Demand for a Unified Data Stream

February 22, 2012 No Comments »

Increasing Demand Fuels ByAllAccounts’ Growth ByAllAccounts today announced that assets flowing daily through its aggregation engine reached $400 billion during 2011, nearly double the amount at the end of 2010. ByAllAccounts added new clients at the rate of roughly one ... Read More »

Envestnet Acquires Tamarac for $54 Million

Envestnet Acquires Tamarac for $54 Million
February 16, 2012 No Comments »

Combined Firm Offers Powerful Solution to RIAs  Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management solutions for financial advisors, announced that it has entered into an agreement to acquire Tamarac, Inc., a provider of portfolio management technology ... Read More »