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Envestnet-Tamarac Enhances CRM Platform for RIAs
Matt Ackermann
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
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- Yes, to Another Wirehouse or Regional Firm.
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14%
- Yes, Considering Independence.
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14%
- No.
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71%





















