Advisor CRM
The best investment advisor may wish he had a memory like an elephant, but that is simply not possible. The best Financial Advisors CRM - Advisor CRM - places all of the important data at his disposal, so he can answer client questions in real-time. This superior customer service gives the advisor - a critical edge. The Envestnet Tamarac Advisor CRM is a Web-based system built on Microsoft Dynamics. You can easily convert document management, financial planning and electronic form submission using this familiar Microsoft infrastructure. This Advisor CRM allows for independent advisors to complete portfolio accounting, rebalancing and reporting tasks easily. Choose from standard workflow templates that incorporate the best practices. The scalable Advisor CRM software is also configured for third-party integrations. You can learn more about the Advisor CRM at (http://www.tamaracinc.com/Advisor-CRM.aspx).