Schwab Intelligent Technologies Expands Envestnet | Tamarac® Integration, Adds NaviPro™ Planning Suite and MoneyGuidePro™

  Schwab Intelligent Technologies Expands Envestnet | Tamarac® Integration,
  Adds NaviPro™ Planning Suite and MoneyGuidePro™ to Schwab OpenView Gateway™
  for RIAs

  Strategic investments continue to build on Schwab Intelligent Integration™
                   New web trading platform to launch in Q3

Business Wire

SAN FRANCISCO -- June 24, 2013

Schwab Intelligent Technologies™ announced today new participants in Schwab
OpenView Gateway™ along with enhancements to the Schwab Advisor Services
proprietary web trading platform to increase the depth and breadth of Schwab’s
technology offerings for advisors and better facilitate day-to-day business
activities with both Schwab and their clients. New additions to Gateway
include Envestnet | Tamarac’s Advisor Rebalancing® application, PIEtech’s
MoneyGuidePro, and Zywave’s NaviPro Planning Suite introducing both financial
planning as well as trading and rebalancing integration to the program.

“Over the past two years, we have built on the foundation of Schwab
Intelligent Integration and now have over 700 RIA firms leveraging the
integrations through a range of solutions,” said Neesha Hathi, senior vice
president, Advisor Technology Solutions. “Today, in addition to working with
existing providers to deepen their integration, we are introducing a new round
of capabilities and relationships that deliver a richer and more expansive set
of integration options for advisors.”

Expansion of Schwab OpenView Gateway

Schwab OpenView Gateway, the flexible, open-architecture technology platform
that enables integration between Schwab systems and those of participating
technology providers, is extending its reach to include integration with
financial planning and trading and rebalancing providers.

The Gateway program will now include Tamarac’s popular Advisor Rebalancing®
application. Advisors will be able to access Schwab’s real-time custody data
via the application to make more informed rebalancing and trade execution
decisions. Tamarac will also be integrating with Schwab’s new web trading
platform to provide advisors with streamlined processing of account-level
trades as well as block trades and allocations.

In addition, Schwab Intelligent Technologies is announcing the participation
of two technology providers who offer financial planning solutions: PIEtech’s
MoneyGuidePro and Zywave’s NaviPro Planning Suite. Initial integrations with
Zywave and MoneyGuidePro will be focused on facilitating the seamless
integration of client profile and client account information including
balances and positions, creating more efficiency for advisors and operational

“As RIAs continue to look for efficiencies in managing both investment
portfolios and relationships with their clients, we expanded the breadth of
Schwab OpenView Gateway integration to help RIAs enhance additional areas of
their practice,” said Hathi. “Building integration with Zywave and
MoneyGuidePro and deepening our relationship with Tamarac will help advisors
gain efficiencies and deliver a better client experience.”

Today, Schwab OpenView Gateway offers integration between Schwab systems and a
range of industry leading providers. Schwab Intelligent Technologies has
broadened this integration to include multi-custodial views for those advisors
who use PortfolioCenter Hosted. Additionally, advisors will soon have the
capability within their CRM to initiate move money transactions on Schwab
Advisor Center as well as apply changes to the portfolio management data from
their CRM.

“Our new ‘bi-directional’ integration capabilities add another dimension to
Schwab Intelligent Integration and are especially powerful for firms who
leverage CRM as a core platform,” said Brian Shenson, vice president, Advisor
Technology Solutions. “Advisors can now reap the benefits of thoughtful,
deliberate integration between disparate technologies.”

In addition to the new participants in Schwab OpenView Gateway, portfolio
management integration continues with the pilot of Advent’s Black Diamond,
extending availability of Schwab's custodial data to include intraday
information and operational alerts.

New web trading platform to launch in Q3

Beginning in July, Schwab will begin rolling out a new web trading platform
that is deeply integrated with Schwab Advisor Center. The new platform will
feature a revamped order entry experience with a new, high-level modular
dashboard giving advisors quick and easy access to contextual information
(such as research and the impact of trades on balances) at key steps in the
trading process.

“Our client base, comprised of nearly 7,000 advisory firms, is incredibly
diverse with varying trading and workflow needs,” said Hathi. “We built a more
flexible, intuitive web trading experience within Schwab Advisor Center that
will provide an enhanced, integrated trading experience for all types of

About Advent

Advent Software, Inc., a global firm, has provided trusted solutions to the
world’s financial professionals since 1983. Firms in more than 60 countries
count on Advent technology to run their mission-critical operations. Advent’s
quality software, data, services and tools enable financial professionals to
improve service and communication to their clients, allowing them to grow
their business while controlling operational risks and costs. Advent is the
only financial services software company to be awarded the Service Capability
and Performance certification for being a world-class support and services
organization. For more information on Advent products visit

Advent, the Advent logo, Advent Software, Advent Portfolio Exchange and Advent
OnDemand are registered trademarks of Advent Software, Inc. All other company
names or marks mentioned herein are those of their respective owners.

About Envestnet | Tamarac

Envestnet, Inc. (NYSE: ENV) is a leading provider of technology-enabled wealth
management solutions to investment advisors. Envestnet's Advisor Suite®
software empowers advisors to better manage client outcomes and strengthen
their practice. Envestnet offers advanced portfolio solutions through its
Portfolio Management Consultants Group, Envestnet | PMC®. Envestnet | Tamarac
provides leading rebalancing, reporting and practice management software.
Envestnet | Prima provides institutional-quality research and due diligence on
investment and fund managers. Envestnet | Vantage™ gives advisors an in-depth
view of clients’ investments, empowering them to give holistic, personalized

For more information on Envestnet, please visit

For more information on Envestnet | Tamarac, please visit

About Zywave

Zywave is the leading provider of software-as-a-service (SaaS) technology
solutions for the insurance and financial services industries. The company’s
products include Web-enabled marketing communications, business intelligence
and analytics, agency automation, and needs-assessment and financial planning
tools. More than 350,000 financial and insurance professionals, including 90
of the Top 100 U.S. insurance firms and dozens of the world’s largest
financial institutions, use Zywave’s proven solutions to help them
differentiate from the competition, enhance client services, improve
efficiencies and achieve organic growth. To learn more, visit

About PIEtech, Inc.

PIEtech, Inc. is the creator of the leading goal-based financial planning
software, MoneyGuidePro™ (MGP). MGP has been selected four years in a row by
the Financial Planning Magazine Technology survey, as the most used financial
planning software by RIAs. Its popularity is driven by MGP’s unique ability to
make sophisticated, goal-based planning fast and easy. PIEtech believes that
every investor needs and deserves a high quality financial plan and that every
Advisor should have the means to provide it. Because MGP is smart, easy-to-use
and adaptable, each Advisor can provide a personalized planning experience for
each client. MGP includes retirement and college planning, asset allocation,
insurance needs analysis and estate planning. For more information or to
register for a free trial, visit or call (800) 841-5312.

About Schwab Intelligent Integration

Schwab Intelligent Integration is a multi-year initiative designed to increase
integration between disparate systems and workflows in advisors’ offices.
Schwab OpenView Integrated Office™ is a product of Schwab Performance
Technologies® and includes integration with Salesforce CRM. Schwab OpenView
Gateway™ and the Schwab OpenView Workflow Library™ are products of Schwab
Intelligent Technologies™. Participating providers in Schwab OpenView Gateway
are Junxure, Microsoft, Salentica,, and Tamarac. More
information about Schwab Intelligent Integration is available at

About Charles Schwab

At Charles Schwab we believe in the power of investing to help individuals
create a better tomorrow. We have a history of challenging the status quo in
our industry, innovating in ways that benefit investors and the advisors and
employers who serve them, and championing our clients’ goals with passion and

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