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Home>Envestnet-Tamarac Enhances CRM Platform for RIAs

Envestnet-Tamarac Enhances CRM Platform for RIAs

Financial Planning News

Thu, 20 Dec 2012

Envestnet-Tamarac, a Chicago-based provider of integrated web-based portfolio and client management software for independent advisors, has entered into a strategic alliance with Salentica Inc., a provider of client relationship management and client

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