Tamarac CRM

Product Features:
  • Specific for Financial Advisors
  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • Portfolio Rebalancing
  • Risk Management
Address:
701 Fifth Avenue 14th Floor Seattle, Washington State - WA, United States 98104
Product Information
Description:

Envestnet | Tamarac, a division of Envestnet, Inc. is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run businesses with greater efficiency, scale and profitability through the custodian agnostic technology platform and outsourced portfolio management services. Mobile applications keep advisors connected to data, team members, and clients. With access to their CRM solution on Windows, iPad, tablets, and mobile phone, agents have the tools needed to deliver the best service possible. Using Tamarac Advisor Services® can result in experiencing time and resource savings that can be reapplied to revenue generating activities like building client relationships and bringing on more assets.

Phone: 8665258811
Website:

Add comment

Send message to listing owner

Send message to moderator