Stuart DePina

April 16, 2020

Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement

Envestnet | Yodlee, a data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today that it has come to terms with Charles Schwab […]
March 31, 2020

Envestnet Announces Leadership Appointments

The Board of Directors of Envestnet, Inc. announced today the following leadership appointments, effective immediately: William Crager as Chief Executive Officer of Envestnet, Inc. Stuart DePina […]
March 29, 2018

Tamarac Introduces Quick Start Offering

Envestnet | Tamarac is introducing Quick Start, a new offering that will make its award-winning portfolio management technology available to firms, such as “breakaways”, that want […]
December 4, 2017

RightCapital and Envestnet | Tamarac Announce Integration

RightCapital and Envestnet | Tamarac announced a new integration. RIAs who use RightCapital to help their investor clients with financial and tax planning now will be […]
November 15, 2017

Envestnet | Tamarac Launches a New Version of Its Comprehensive RIA Platform

Envestnet | Tamarac has launched the Tamarac platform, a completely redesigned version of its comprehensive portfolio and client management software solution for independent Registered Investment Advisors […]
September 26, 2017

Envestnet | Tamarac Deepens eMoney Advisor Integration and Streamlines Online Access for Investor Clients

Envestnet | Tamarac has enhanced its existing integration with eMoney Advisor (“eMoney”), a leading provider of advanced wealth-planning solutions for financial advisors, with a new bidirectional […]
August 25, 2017

Envestnet | Tamarac is Now on the Salesforce AppExchange

Envestnet | Tamarac has launched the Tamarac app on the Salesforce AppExchange. Financial advisors can create new clients and households in Tamarac from Salesforce and they […]
August 18, 2017

Envestnet | Tamarac Enhances Integration with TD Ameritrade Institutional’s Veo One® Platform with Contextual Single Sign-On Capability

Envestnet | Tamarac has added single sign-on capability to its existing integration with TD Ameritrade Institutional’s Veo One® custody platform. Independent advisors can now gain immediate access […]
July 25, 2017

Technology Champions are Key to Upgrades Done Right

For financial advisors, the message is loud and clear: invest in technology now or risk being left behind. But there is more to investing in technology […]
June 13, 2017

Advisor View™ Application from Envestnet | Tamarac Helps Advisors Find and Act on Client Information

Envestnet | Tamarac has improved the ways users can find and update records in its Advisor View™ portfolio management and performance reporting application. This roll-out is part […]