Updated Saturday, April 19, 2014 as of 8:07 AM ET

Email This Article

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

Login for Registered Users:

Log in below to email an article:

Lists
Honoring the Top Branch Managers of 2013

Current Issue

The April Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Already a subscriber? Log in here