Updated Saturday, December 20, 2014 as of 8:43 AM ET

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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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