Upgraded CRM Leverages New Microsoft Dynamics® User Interface and Enhanced Integrations With Advisor Xi® Platform to Create More Cohesive Client Management Process
Envestnet | Tamarac, a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, a division of Envestnet, Inc. (NYSE: ENV), has released the next-generation version of its integrated client relationship management (CRM) application, with a completely redesigned user interface and new integrations throughout the Advisor Xi® platform.
