Gadget Girl

Gadget Girl: The case of lassoing long-term client engagement

May 19, 2017 @ 8:33 pm

Runtime: 5:11

Advisers are constantly looking for ways to improve client engagement. For today's case, Gadget Girl is taking on Texas to find out what Envestnet Tamarac is doing to help solve this issue.

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Tamarac integrated technology suite to facilitate long-term, scalable growth.

A Case Study in Harnessing Tamarac’s Software to Facilitate Long-Term, Scalable Practice Growth

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