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Envestnet | Tamarac Named To 2013 Microsoft Dynamics President's Club8-13-13 8:30 AM EDT

Integrated Portfolio and CRM Software Provider Recognized for Third Consecutive Year as one of the Top 5% of Microsoft Dynamics Partners Worldwide

CHICAGO, Aug. 13, 2013 /PRNewswire/ -- Envestnet | Tamarac (, part of Envestnet, Inc. (NYSE: ENV) (, a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has been admitted to the 2013 Microsoft Dynamics President's Club in recognition of its outstanding dedication to meeting the needs of its customers through technology innovation. This is the third consecutive year that Tamarac has received this award, which honors the high levels of sales and customer satisfaction generated by Advisor CRM®, ( Tamarac's customized version of Microsoft Dynamics for financial advisors.

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The Microsoft Dynamics President's Club recognizes high-performing Microsoft Dynamics partners whose ongoing commitment to offering top-quality solutions is reflected in their success. Membership is granted to the top 5 percent of Microsoft Dynamics partners globally.

"The recognition from Microsoft Dynamics over the past three years is a testament to our team's innovative approach to demonstrating the power of integrated technology," said Stuart DePina, Group President, Envestnet | Tamarac. "Our partnership with Microsoft empowers RIA practices to become more efficient and profitable, while cementing our 98 percent-plus client renewal rate."

As an enterprise-level client relationship management system, Advisor CRM serves as the central integration point for the various components of Tamarac's Advisor Xi® Suite, ( a web-based platform that integrates leading portfolio monitoring, rebalancing, reporting, billing and client portal software. An increasing number of third-party software providers specializing in documentation management, financial planning and other areas have also been integrated with Advisor CRM and Advisor Xi, with more applications integrated every year.

"We look at Envestnet | Tamarac as a true business partner," said Michael McCarthy, Chief Operations Officer at Financial Consulate, a registered investment advisor based in the Baltimore area. "As our business needs change to meet the demands of our clients, I am confident that Tamarac will continue to deliver the integrations and support that we need to succeed for many years to come."

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 results.

Envestnet's Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practice. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software.

For more information on Envestnet, please visit  

CONTACT: Jami Schlicher
Jennifer Connelly Public Relations
(973) 850-7309

SOURCE Envestnet | Tamarac

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