Envestnet | Tamarac
Filed under:
Trading/Rebalancing,
Portfolio Management System,
Performance Reporting,
CRM Software
RIA department info:
Contact: Mathieu Stroh
206.428.4657
What is the service or product you offer to RIAs?Tamarac provides institutional level technologies and outsourced portfolio management services to independent advisors – both breakaway and established.
Tamarac Advisor® is a web-based RIA platform that integrates: CRM, performance reporting, portfolio rebalancing, trading, customer portal and various thir party applications. Additionally, Tamarac provides outsourced portfolio management services, run by financial services ...
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Salentica
Filed under:
CRM Software
Company info:
Top Executive: Bill Rourke
http://www.salentica.com
(212) 672-1777
245 Park Avenue Ste 3900
New York, NY 10167-0002
What is the service or product you offer to RIAs?Salentica is a vertically integrated software firm, driven to provide the best client management solutions for RIA’s, family offices, and wealth management client.
Salentica CRM is a customizable CRM system powered by Microsoft Dynamics CRM and built to manage the demands of clients with an array simple, easy-to-use tools ...
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