New York-listed Envestnet, a provider of technology-enabled wealth management solutions, has linked up with Schwab Intelligent Technologies
to provide an integrated data and reporting solution for advisors using
Schwab OpenView GateWay and Envestnet's Advisor Xi Suite.

Advisors will have access to real time custodial data from Tamarac's
performance reporting and billing application, Advisor View, as well as
Advisor CRM - its client relationship management system. Seattle,
WA-based Tamarac is a provider of portfolio management technology for
RIAs which was acquired by Envestent in May of this year.

Stuart DePina, group president of Envestnet, said the integtration
allows advisors and their clients to spend less time searching for
information, as custodial information available includes account and
contact information, balance data, alerts, and reports such as
statements, tax documents and trade confirmations.

In a separate move, Envestnet is also joining forces with Junxure Cloud,
the upcoming web-based CRM program for financial advisors, effective as
of the official launch of the latter firm - expected in the first
quarter of 2013.

With this integration, Junxure clients will have direct access to the
Envestnet Advisor Suite portfolio management platform, which combines
portfolio management with client record-keeping and workflow management.

Junxure was established in 2001 by Ken Golding and Greg Friedman. As
well as president of Junxure, Friedman is also president of Private
Ocean, a wealth management firm on the West Coast.