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Monday, October 26, 2026 · Today’s edition, 6:30 a.m. ETMon, Oct 26 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Tamarac

In network coverage since August 22, 2026 · 11 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 16, 26Fund launchMoneyGuide · Envestnet — coverage
Sep 3, 26Deal announcedEnvestnet — coverage
Network coverage
Practice management

Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems

The plugin connects to providers including Schwab, Orion, Addepar, BlackRock, Envestnet, iCapital, Wealthbox, Wealth.com and Zocks, with advisors choosing which services to connect during setup.
Practice management · Oct 6Envestnet's Vestmark deal promises advisors no forced platform migrations
The Close · Sep 18Envestnet's real release is the record under the dashboard
Practice management · Sep 17MoneyGuide can now model the annuity inside the plan
Income & Annuities · Sep 17MoneyGuide's annuity account types make the projection the new shelf
M&A · Sep 15Envestnet's Vestmark deal is a financing story in product clothing
M&A · Sep 10Bain pays up for Vestmark to make the rebuild optional
Practice management · Sep 10Bain's Vestmark buy makes the next renewal a negotiation
M&A · Sep 9Envestnet's Vestmark bet: trading muscle over desktop software
Practice management · Sep 4Envestnet's $35M Tamarac surge is a retention play
Practice management · Aug 22Rebalancing software: the two-hour setup edge
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