Envestnet | Tamarac Rolls Out Next-Generation Advisor CRM^® - Redesigned User Interface Furthers Integration

Upgraded CRM Leverages New Microsoft Dynamics^® User Interface and Enhanced Integrations With Advisor Xi^® Platform to Create More Cohesive Client Management Process

Envestnet | Tamarac a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, a division of Envestnet, Inc. (NYSE: ENV), has released the next-generation version of its integrated client relationship management (CRM) application, with a completely redesigned user interface and new integrations throughout the Advisor Xi^® platform.

Known as Advisor CRM^® 2014, the greatly enhanced client management application serves as the central integration point for the various components of the custodian-agnostic Advisor Xi product suite. Advisor CRM is built on the Microsoft Dynamics^® CRM platform and can enable smoother navigation and mobility across desktops, Android phones, iPhones and iPads for registered investment advisors (RIAs).

"There are a lot of CRM applications in the marketplace. Advisors choose our solution because it's deeply integrated with the rest of their core portfolio management applications, it's designed specifically to support the client life cycle at independent RIAs, and it's built on the scalable Microsoft Dynamics platform," said Stuart DePina, Group President, Envestnet | Tamarac. "Our new Advisor CRM 2014 takes all those benefits to the next level with a vastly improved user interface and deeper cross-product integrations."

Advisor CRM 2014's features include:

Intuitive Technology Integrations

Advisor CRM 2014 has built in a contextual link integration that allows users to enter and update client account data accessible through Envestnet | Tamarac's portfolio management tools, Advisor Rebalancing^® and Advisor View^™.

Additional integrations include Skype, enabling advisors to call clients and prospects from Advisor CRM and instantly notate records of their conversations. To provide additional flexibility, the new version of Advisor CRM includes a mobile application that connects advisors to their client accounts and critical financial account data, and allows them to make updates and send messages, from any location.

Streamlined Dashboard and Navigation

Advisor CRM 2014 introduces a streamlined navigation that allows advisors to quickly create new account records from any screen in Advisor CRM and auto-save what they have done every 15 seconds through its auto-save component, vastly improving data accuracy while decreasing the amount of clicks during navigation. The scrolling dashboard tiles complement those offered in Microsoft Windows 8, providing a clean and efficient experience with a reduction in pop-up windows for easier navigation.

This latest version also highlights the same look and feel as Advisor View, which advisors rely on for portfolio analysis, reporting and billing, to create a cohesive navigation experience for users of both Advisor CRM and Advisor View.

Customized Client Workflows

Personalized communications include "My Wall," a social media message board where users can post activity assignments and reminders, as well as account notes and updates to be viewed by colleagues on other teams.

Advisors can also upload client photos that correspond to household-level account records.

"Advisor CRM 2014's intuitive design and easy navigation allow our advisors to instantly access complete client profile information, which leads to work-related efficiencies and the development of a scalable business," said John McArthur, Senior Partner and Chief Investment Officer, Krilogy Financial. "Having one integrated product that can track communications, view account performance data and facilitate more effective internal communication enables our team to accomplish our clients' financial goals like never before." More Press Releases Schedule a Demo