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Tamarac Document Vault from Tamarac (Envestnet)
Secure document management system specifically designed for wealth management firms and brokerages. Features include client portals for document sharing, automated document filing, version control, secure storage, and integration with CRM and portfolio management systems.
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Product analysis by function
Document Management Systems for Client Services
Solutions for securely storing, retrieving, and managing client documents, contracts, and account paperwork with appropriate access controls.
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