Email This Article
Envestnet-Tamarac Enhances CRM Platform for RIAs
Envestnet-Tamarac, a Chicago-based provider of integrated web-based portfolio and client management software for independent advisors, has entered into a strategic alliance with Salentica Inc., a provider of client relationship management and client reporting technology solutions for wealth managers
Login for Registered Users:
Log in below to email an article:
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.