Name: Envestnet Tamarac
Rating: 4.9 (3 reviews)
Author: Envestnet

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

PHP Frameworks

Development

Learning Management

Education

Business Intelligence (BI)

Collaboration

Demand Planning

Enterprise Content Management

Enterprise Feedback Management

Facility Management

Knowledge Management

Payment Facilitation

Enterprise

Accounting

Blockchain Payments

Cryptocurrency Wallets

Hedge Fund

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change Management

Cloud Storage

Embedded Database

Endpoint Security

Fraud Detection

Function as a Service (FaaS)

Graph Database

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Network Attached Storage

Network Performance Monitoring

Object Storage

Privileged Access Management

Rack Servers

Storage as a Service (STaaS)

Technology Business Management

Value Stream Management

Website Hosting

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Contact Management

Content Management

Creative Management

Customer Advocacy

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Video Conferencing

Professional Services

Auction Software

Customer Relationship Management (CRM)

Headless eCommerce

Lead Management

Sales Incentive Compensation Management

Sales

Data-Centric Audit Protection (DCAP)

Database Security

Operational Technology (OT) Security

Security

Aviation

Civil Engineering

Computer-Aided Manufacturing (CAM)

Healthcare Learning Management

Lease Management

Vendor Neutral Archive (VNA)

Vertical-Specific

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Envestnet Tamarac (part of Envestnet since 2012) is a financial services CRM featuring a client engagement tools such as a client portal, interactive reporting, customizable PDF reports, document vault, budgeting tools, mobile app, as integrated financial planning.

Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

Essential

Scale

Advanced

Affinity CRM

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

Envestnet Tamarac

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Envestnet

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Home

Financial Services CRM Systems

Envestnet Tamarac

Overview

What is Envestnet Tamarac?