Gadget Girl: The case of lassoing long-term client engagement
May 19, 2017 @ 8:33 pm
Advisers are constantly looking for ways to improve client engagement. For today's case, Gadget Girl is taking on Texas to find out what Envestnet Tamarac is doing to help solve this issue.
A Case Study in Harnessing Tamarac’s Software to Facilitate Long-Term, Scalable Practice Growth