CHICAGO, May 17, 2016 /PRNewswire/ -- 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:
- Next-Generation Search—Advisors can search for
information across multiple entries, including Accounts, Contacts
and Activities, from a single page, and take appropriate action on
a specific record.
- Streamlined Navigation—The updated navigation bar in
Advisor CRM makes it easier and faster for advisors to access
information, with less scrolling.
- Enhanced Mobile Support—The Advisor CRM phone and tablet
app is now compatible with iOS 9 and Android 5.0.
- Social-Pane Filtering—A new filtering option makes it
easier for advisors to select activities in Advisor CRM's Social
Pane.
- Global Most Recently Used—Advisors can see a central
list of all recently viewed items, and pin the most frequently
viewed records for easier access.
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 http://www.tamaracinc.com/Advisor-CRM.aspx.
"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:
- Model/Category Deviation
- Shows average deviation based on either assigned model or
category classification.
- Displays the value being managed across models or category
classifications.
- Shows the number of accounts or groups being managed towards a
model, or within a category classification.
- Cash Reserve Management
- Shows accounts with upcoming and/or expiring cash
reserves.
- Trade Reconciliation
- Shows logged orders and recent trades that have not yet been
reconciled, and therefore need to be reviewed.
- Securities
- Displays top assigned or unassigned securities based on an
account's model, enabling advisors to quickly identify unassigned
securities that need to be assigned.
- Shows unrealized gains/losses of an account's top
securities.
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.
About Envestnet
Envestnet, Inc. (NYSE: ENV) is a
leading provider of unified wealth management technology and
services to investment advisors. Our open-architecture platforms
unify and fortify the wealth management process, delivering
unparalleled flexibility, accuracy, performance, and value.
Envestnet solutions enable the transformation of wealth management
into a transparent, independent, objective, and fully-aligned
standard of care, and empower advisors to deliver better
outcomes.
Envestnet | Tamarac's web-based platform for independent RIAs,
Advisor® Xi, deeply unifies portfolio management,
modeling, rebalancing, trading, billing, and reporting with a
client portal and enterprise-level client relationship management
(CRM) system.
Envestnet | Yodlee is a leading data aggregation and data
analytics platform powering dynamic, cloud-based innovation for
digital financial services. More than 950 companies, including 12
of the 20 largest U.S. banks and hundreds of Internet services
companies, subscribe to the Envestnet | Yodlee platform to power
personalized financial apps and services for millions of consumers.
Envestnet | Yodlee solutions help transform the speed and delivery
of financial innovation, improve digital customer experiences, and
drive better outcomes for our clients and their customers.
For more information about Envestnet | Tamarac's Advisor Xi,
please visit www.envestnet.com/tamarac or follow @TamaracInc
(https://twitter.com/TamaracInc).
Media
Contact:
|
Dana
Taormina
|
|
JConnelly
|
|
(973)
850-7305
|
|
dtaormina@jconnelly.com
|
Video -
http://origin-qps.onstreammedia.com/origin/multivu_archive/PRNA/ENR/ENVESTNET-TAMARAC-new-version-Advisor-CRM.mp4
Photo -
http://photos.prnewswire.com/prnh/20160511/366641
Logo -
http://photos.prnewswire.com/prnh/20130919/MM83257LOGO
To view the original version on PR Newswire,
visit:http://www.prnewswire.com/news-releases/envestnet--tamarac-unveils-a-new-version-of-advisor-crm-300269664.html
SOURCE Envestnet | Tamarac