William Blair Rolls Out New Technologies to Enhance its Private Wealth Client Experience

Tuesday, March 11, 2014

William Blair & Company today announced its latest step in the continued enhancement of its private wealth management technology platform. The firm is equipping its advisors with technology that will enable them to create and deliver more personalized and targeted reports to its private wealth clients. With the addition of the Envestnet | Tamarac Advisor View and Advisor Rebalancing applications, William Blair private wealth clients will have access to enhanced information about their accounts, including online access to easy-to-use, customizable reports that provide a 360-degree view of their portfolios. Clients will see these enhancements in 2015.

“William Blair’s private wealth management has always been built around a commitment to serving the individual needs of our client first,” said Ryan J. DeVore, director of William Blair’s Private Client Advisors. “Through these investments in our portfolio reporting, we are providing our advisors with an advanced technology platform that allows them to deliver portfolio information that is customized to each investor’s unique investment preferences and requirements.”

With more than $14 billion in private wealth assets as of December 31, 2013, the firm’s advisors build customized portfolios that are designed according to each client’s objectives, risk tolerance, and time frame. William Blair has been recognized as one of the top 40 wealth management firms by Barron’s¹ each year since 2000, the inception of the ranking.

About William Blair & Company

William Blair & Company is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago, with office locations in 12 cities across five continents. For more information, please visit williamblair.com.

Disclosure:

1. Barron’s, “2013 Top 40 Wealth Managers,” 09/16/13. Ranked by assets under management in accounts of $5 million or more as of June 30, 2013.


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