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© 2024 Envestnet, Inc. All rights reserved. For home office and advisor use only
Client relationship
management for
investment advisors
Manage your client information and track activity
around actions you are performing for your clients
using Tamarac CRM. With seamless integration into
Tamarac Reporting & Trading allowing easy access to
information and functionality, as well as integration
with a growing list of third party applications, Tamarac
CRM works as a hub within your client management
ecosystem.
From tracking what was discussed in client meetings
and calls, significant data points, and important
milestones, to automating standardized processes in
your workflow and efficiencies in managing business
development, Tamarac CRM provides the tools
needed. With customization to personalize the system
to your business needs and the ability to have client
information at your fingertips on demand, Tamarac
CRM allows for a robust system that helps enhance
and expand the client experience.
