Advisor CRM
Unleash the power of CRM technology with the help of Envestnet Tamarac Advisor CRM. Advisor CRM is built using Microsoft's Dynamics CRM architecture, giving independent advisors the scalability to meet the needs of any project, and instant access to a suite of web based client relationship management software tools. Advisor CRM can centralize a wide variety of customer relations and business performance data in one easy to access location. Combined with the deep integration of Advisor Rebalancing software, Envestnet CRM lets advisors and their staff members gain quick access to fundamental and detailed customer account data. Advisor CRM provides users with a specialized hub that is capable of integrating functions and data from any one of wide variety of CRM applications from the Advisor Xi Application Suite. These include online client portal management, performance updates, rebalancing of portfolios, and portfolio accounting support. The Advisor CRM enhancements that are released every 60 days can give clients the peace of mind of knowing that they always have access to the state of the art in CRM applications.