Welcome!

News Feed Item

Envestnet | Tamarac Rolls Out Next-Generation Advisor CRM® - Redesigned User Interface Furthers Integration

Upgraded CRM Leverages New Microsoft Dynamics® User Interface and Enhanced Integrations With Advisor Xi® Platform to Create More Cohesive Client Management Process

CHICAGO, April 16, 2014 /PRNewswire/ -- 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.

The new version of Advisor CRM® includes a mobile application that connects advisors to their client accounts and critical financial account data, and allows them to make updates and send messages, from any location. Advisor CRM is a web-based client relationship management (CRM) system designed for independent RIAs and modeled around a client’s lifecycle. For more information visit: www.tamaracinc.com

Known as Advisor CRM® 2014, the greatly enhanced client management application serves as the central integration point for the various components of the custodian-agnostic Advisor Xi product suite. Advisor CRM is built on the Microsoft Dynamics® CRM platform and can enable smoother navigation and mobility across desktops, Android phones, iPhones and iPads for registered investment advisors (RIAs).

"There are a lot of CRM applications in the marketplace. Advisors choose our solution because it's deeply integrated with the rest of their core portfolio management applications, it's designed specifically to support the client life cycle at independent RIAs, and it's built on the scalable Microsoft Dynamics platform," said Stuart DePina, Group President, Envestnet | Tamarac. "Our new Advisor CRM 2014 takes all those benefits to the next level with a vastly improved user interface and deeper cross-product integrations."

Advisor CRM 2014's features include:

Intuitive Technology Integrations
Advisor CRM 2014 has built in a contextual link integration that allows users to enter and update client account data accessible through Envestnet | Tamarac's portfolio management tools, Advisor Rebalancing® and Advisor View.

Additional integrations include Skype, enabling advisors to call clients and prospects from Advisor CRM and instantly notate records of their conversations.

To provide additional flexibility, the new version of Advisor CRM includes a mobile application that connects advisors to their client accounts and critical financial account data, and allows them to make updates and send messages, from any location.

Streamlined Dashboard and Navigation
Advisor CRM 2014 introduces a streamlined navigation that allows advisors to quickly create new account records from any screen in Advisor CRM and auto-save what they have done every 15 seconds through its auto-save component, vastly improving data accuracy while decreasing the amount of clicks during navigation.

The scrolling dashboard tiles complement those offered in Microsoft Windows 8, providing a clean and efficient experience with a reduction in pop-up windows for easier navigation.

This latest version also highlights the same look and feel as Advisor View, which advisors rely on for portfolio analysis, reporting and billing, to create a cohesive navigation experience for users of both Advisor CRM and Advisor View.

Customized Client Workflows
Personalized communications include "My Wall," a social media message board where users can post activity assignments and reminders, as well as account notes and updates to be viewed by colleagues on other teams.

Advisors can also upload client photos that correspond to household-level account records.

"Advisor CRM 2014's intuitive design and easy navigation allow our advisors to instantly access complete client profile information, which leads to work-related efficiencies and the development of a scalable business," said John McArthur, Senior Partner and Chief Investment Officer, Krilogy Financial. "Having one integrated product that can track communications, view account performance data and facilitate more effective internal communication enables our team to accomplish our clients' financial goals like never before."

ABOUT ENVESTNET (NYSE: ENV)
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective and fully-aligned standard of care, and empower advisors to deliver better outcomes.

Envestnet | Tamarac's web-based platform for independent RIAs, Advisor Xi®, deeply unifies portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management (CRM) system.

For more information on Tamarac, please visit: Envestnet | Tamarac.

CONTACT: Laura Simpson
Jennifer Connelly Public Relations
(973) 850-7319
[email protected]

 

Envestnet | Tamarac's web-based platform for independent RIAs, Advisor Xi(R), deeply unifies portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management (CRM) system. For more information on Tamarac Advisor Xi, please visit: www.Envestnet.com/Tamarac.

 

Photo - http://photos.prnewswire.com/prnh/20140416/74314
Logo -  http://photos.prnewswire.com/prnh/20130919/MM83257LOGO

SOURCE Envestnet | Tamarac

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
In this presentation, you will learn first hand what works and what doesn't while architecting and deploying OpenStack. Some of the topics will include:- best practices for creating repeatable deployments of OpenStack- multi-site considerations- how to customize OpenStack to integrate with your existing systems and security best practices.
Your homes and cars can be automated and self-serviced. Why can't your storage? From simply asking questions to analyze and troubleshoot your infrastructure, to provisioning storage with snapshots, recovery and replication, your wildest sci-fi dream has come true. In his session at @DevOpsSummit at 20th Cloud Expo, Dan Florea, Director of Product Management at Tintri, provided a ChatOps demo where you can talk to your storage and manage it from anywhere, through Slack and similar services with...
Evan Kirstel is an internationally recognized thought leader and social media influencer in IoT (#1 in 2017), Cloud, Data Security (2016), Health Tech (#9 in 2017), Digital Health (#6 in 2016), B2B Marketing (#5 in 2015), AI, Smart Home, Digital (2017), IIoT (#1 in 2017) and Telecom/Wireless/5G. His connections are a "Who's Who" in these technologies, He is in the top 10 most mentioned/re-tweeted by CMOs and CIOs (2016) and have been recently named 5th most influential B2B marketeer in the US. H...
Gemini is Yahoo’s native and search advertising platform. To ensure the quality of a complex distributed system that spans multiple products and components and across various desktop websites and mobile app and web experiences – both Yahoo owned and operated and third-party syndication (supply), with complex interaction with more than a billion users and numerous advertisers globally (demand) – it becomes imperative to automate a set of end-to-end tests 24x7 to detect bugs and regression. In th...
"With Digital Experience Monitoring what used to be a simple visit to a web page has exploded into app on phones, data from social media feeds, competitive benchmarking - these are all components that are only available because of some type of digital asset," explained Leo Vasiliou, Director of Web Performance Engineering at Catchpoint Systems, in this SYS-CON.tv interview at DevOps Summit at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
"Venafi has a platform that allows you to manage, centralize and automate the complete life cycle of keys and certificates within the organization," explained Gina Osmond, Sr. Field Marketing Manager at Venafi, in this SYS-CON.tv interview at DevOps at 19th Cloud Expo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
Michael Maximilien, better known as max or Dr. Max, is a computer scientist with IBM. At IBM Research Triangle Park, he was a principal engineer for the worldwide industry point-of-sale standard: JavaPOS. At IBM Research, some highlights include pioneering research on semantic Web services, mashups, and cloud computing, and platform-as-a-service. He joined the IBM Cloud Labs in 2014 and works closely with Pivotal Inc., to help make the Cloud Found the best PaaS.
Creating replica copies to tolerate a certain number of failures is easy, but very expensive at cloud-scale. Conventional RAID has lower overhead, but it is limited in the number of failures it can tolerate. And the management is like herding cats (overseeing capacity, rebuilds, migrations, and degraded performance). In his general session at 18th Cloud Expo, Scott Cleland, Senior Director of Product Marketing for the HGST Cloud Infrastructure Business Unit, discussed how a new approach is neces...
"This week we're really focusing on scalability, asset preservation and how do you back up to the cloud and in the cloud with object storage, which is really a new way of attacking dealing with your file, your blocked data, where you put it and how you access it," stated Jeff Greenwald, Senior Director of Market Development at HGST, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Cloud-enabled transformation has evolved from cost saving measure to business innovation strategy -- one that combines the cloud with cognitive capabilities to drive market disruption. Learn how you can achieve the insight and agility you need to gain a competitive advantage. Industry-acclaimed CTO and cloud expert, Shankar Kalyana presents. Only the most exceptional IBMers are appointed with the rare distinction of IBM Fellow, the highest technical honor in the company. Shankar has also receive...
"Evatronix provides design services to companies that need to integrate the IoT technology in their products but they don't necessarily have the expertise, knowledge and design team to do so," explained Adam Morawiec, VP of Business Development at Evatronix, in this SYS-CON.tv interview at @ThingsExpo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
Business professionals no longer wonder if they'll migrate to the cloud; it's now a matter of when. The cloud environment has proved to be a major force in transitioning to an agile business model that enables quick decisions and fast implementation that solidify customer relationships. And when the cloud is combined with the power of cognitive computing, it drives innovation and transformation that achieves astounding competitive advantage.
"We work around really protecting the confidentiality of information, and by doing so we've developed implementations of encryption through a patented process that is known as superencipherment," explained Richard Blech, CEO of Secure Channels Inc., in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
"I focus on what we are calling CAST Highlight, which is our SaaS application portfolio analysis tool. It is an extremely lightweight tool that can integrate with pretty much any build process right now," explained Andrew Siegmund, Application Migration Specialist for CAST, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
The Founder of NostaLab and a member of the Google Health Advisory Board, John is a unique combination of strategic thinker, marketer and entrepreneur. His career was built on the "science of advertising" combining strategy, creativity and marketing for industry-leading results. Combined with his ability to communicate complicated scientific concepts in a way that consumers and scientists alike can appreciate, John is a sought-after speaker for conferences on the forefront of healthcare science,...