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|Envestnet | Tamarac Helps Advisors Find and Act on Client Information Faster Using Award-Winning Advisor View™ Application|
Users also now can open and edit records directly from a report page using the new Find Data For Edit button. This new feature helps users save time by helping them avoid navigating between report and account pages to make record changes.
"The enhancements to Advisor View are a direct response to client feedback, and we're pleased to offer new features that not only improve the advisor experience, but also help advisors serve their clients more efficiently," said
Advisors also will enjoy other improved efficiencies, including:
More than 55,000 advisors and 2,500 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/envestnet--tamarac-helps-advisors-find-and-act-on-client-information-faster-using-award-winning-advisor-view-application-300472993.html
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