Envestnet | Tamarac, a provider of web-based portfolio and client management software for independent advisors and wealth managers, has released the new version of its integrated client relationship management application.

Envestnet | Tamarac, a provider of web-based portfolio and client management software for independent advisors and wealth managers, has released a new version of its integrated client relationship management application.

The new version of Advisor CRM includes a mobile application that connects advisors to their client accounts and financial account data, while allowing them to make updates and send messages.

Advisor CRM is built on the Microsoft Dynamics CRM platform and can enable smoother navigation and mobility across desktops, Android phones, iPhones and iPads for registered investment advisors, Envestnet | Tamarac said.

Personalized communications include "My Wall," a social media message board where users can post activity assignments and reminders, as well as account notes and updates to be viewed by colleagues on other teams.