Advisor CRM

By Envestnet | Tamarac

701 Fifth Ave, 14th Floor

Seattle, WA 98104


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Client Relationship Management Meets Portfolio Management
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.
Advisor CRM on the Go

Mobile applications keep advisors connected to data, team members, and customers. With access to your CRM solution on your Windows 8 tablet or iPad as well as your mobile phone, you have the tools you need to deliver the best service possible.

Powerful Tablet Applications

Advisor CRM for tablets helps you stay connected and productive wherever you are. Use your iPad or Windows 8 tablet to stay up to date with your client info – even when you're on the go. Arrive prepared for every appointment, and update your notes, tasks, contacts, accounts, and leads while the details are still fresh in your mind.
Touch-optimized Phone Applications

Your staff is on the go. They use different mobile devices and expect experiences that work across these devices. The Advisor CRM phone applications will complete the mobility story by providing a touch-enabled mobile phone application experience for Windows 8, Android and iPhones.

As a client of Tamarac, you will have a wealth of support and training options. Tamarac provides your firm with a dedicated implementation team that works with you to convert your legacy CRM data, set up Advisor CRM to automate the way you do business and train your staff.

Contact your local Tamarac representative and find out why over 700 independent RIA firms, collectively managing over $350 billion in assets, trust Tamarac and Advisor Xi to grow their business more profitably.
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