Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.


Advisor CRM

By Envestnet | Tamarac

701 Fifth Ave, 14th Floor

Seattle, WA 98104



In a socially connected, always-on world, it has never been more important for firms to deliver differentiated and compelling customer experiences. Advisor CRM helps your various team members deliver amazing customer experiences.

Advisor CRM deeply integrates Tamarac's portfolio management and reporting application, Advisor View, as well as Tamarac's industry leading portfolio rebalancing and trading application, Advisor Rebalancing®.

Your staff will benefit from having information and key functionality from our integrated applications, contextually placed in Advisor CRM for each client and their financial accounts. Advisor CRM gives you more information and the ability to take a wide range of integrated actions - from client to portfolio management tasks.

Advisor CRM is built on the trusted Microsoft Dynamics® CRM platform and includes the latest Microsoft Dynamics 2013 user interface. With an entirely new user experience, Advisor CRM allows you to view everything you need in one spot - fast and fluid and relevant to the work at hand. No pop-ups. No flipping from one application to the next. What you need, where you need it, so you can focus on what is most important - your clients.

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To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.