Advisor CRM
Tamarac is a division of Envestnet, a leading provider of one of the best web-based, integrated performance reporting, portfolio rebalancing software solutions for financial advisors and wealth managers. This CRM software helps advisers develop relationships with customers. It also helps investment advisors run their businesses with increased profitability and greater efficiency through its innovative web-based CRM solution, Advisor Xi. This platform, designed specifically for independently investment advisors, combines performance reporting, portfolio management, rebalancing and billing all in one enterprise-level CRM. This complete solution delivers significant gains in client satisfaction, profitability and overall compliance. Some of the unique features of Advisor Xi include: Personal dashboards Portfolio analysis Powerful billing capabilities Customizable PDF reports Third-party integrations The client portal engages clients by providing a platform for secure document exchanges and by dynamically presenting portfolio performance.