Sign In
Chicago, IL – May 17, 2016
Press Release

Envestnet | Tamarac Unveils A New Version of Advisor CRM

Firm Also Rolls Out Enhancements to Advisor Rebalancing and Deeper Integration with TD Ameritrade Institutional as Part of Latest Technology Release
Envestnet | Tamarac has rolled out a new edition of its Advisor CRM application, Advisor CRM, which incorporates the latest Microsoft Dynamics CRM 2016 update and is compatible with Microsoft Windows 10 and Microsoft Office 2016. The new version, introduced as part of the firm's May 2016 technology release, offers features that further simplify advisors' daily workflow in Advisor CRM, including:

Advisor CRM is built on the Microsoft Dynamics platform, and serves as the hub of Tamarac's web-based Advisor Xi technology suite for independent RIAs. The enterprise-level CRM system integrates data and functionalities such as portfolio management, accounting, performance reporting, and rebalancing. For more information about the new Advisor CRM 2016, please visit

"We created Advisor CRM to help independent advisors provide differentiated client experiences, and we continue to implement enhancements that make it easier for advisors to proactively service their clients and deepen engagement with clients," said Stuart DePina, Group President of Envestnet | Tamarac. "The streamlined navigation and other innovative features in the upgraded Advisor CRM are designed to empower advisors to strengthen client relationships, which is essential for improving client outcomes and growing practices over the long term."

New Dashboard in Advisor Rebalancing

Envestnet | Tamarac has also rolled out enhancements to Advisor Rebalancing as part of its latest technology release. The application has a new dashboard that provides a more holistic view of rebalancing needs across all accounts. The dashboard serves as the application's homepage, gathering and conveniently presenting information about daily rebalancing activity. In addition to compiling daily upload errors, the dashboard enables advisors to review saved search results and find out which accounts need to take specific actions, such as raising or investing cash. It calls attention to accounts or groups that need to be reviewed based on:

Advisor Rebalancing's new dashboard also filters account reports to all accounts within an advisor's firm, or to groups of accounts based on existing account sets and/or saved searches.

Enhanced Integration with TD Ameritrade Institutional

In addition, advisors can now make TD Ameritrade Institutional the data source for Holdings, Transactions, and Unrealized Gains/Losses reports in Advisor View, Tamarac's portfolio management and performance reporting application.

As part of Tamarac's ongoing integration with TD Ameritrade Institutional, advisors can also incorporate real-time account and cash balances, addresses, beneficiaries, contacts, and other information from TD Ameritrade Institutional into the Custodian Account Details report in Advisor View. Advisors can also import real-time account alerts and trade warnings from TD Ameritrade Institutional into the Custodian Account Details report, as well as daily start-of-day cost basis data for realized gains from TD Ameritrade Institutional into Advisor View's Realized Gains/Losses report.

"We regularly enhance our integrations with multiple custodians and other third parties, and make additional updates throughout the Advisor Xi suite, to provide advisors with as many capabilities as possible through a single platform," said Mr. DePina. "Our unified wealth management technology offering gives advisors the freedom to devote more time to managing client portfolios and relationships, and meeting their practice goals—and each technology release facilitates greater operational efficiencies for advisors."

Tamarac consistently enhances its Advisor Xi technology suite, rolling out a new round of updates every 60 days.
More Press Releases Schedule a Demo

About Envestnet

Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.

More than 88,000 advisors and 3,500 companies including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information about Envestnet | Tamarac, please visit and follow @TamaracInc.
Copyright Envestnet | Tamarac All rights reserved. is digitally verified by Starfield Secure Certification Authority.
Tamarac Trading
Sign In
Tamarac Reporting
Sign In