Tamarac CRM

Tamarac CRM is a web-based client relationship management system specifically for independent advisors built on the trusted Microsoft 365 platform. Tamarac CRM comes to a simple and intuitive user interface that provides actionable intelligence and secure connection to people.

Tamarac CRM makes it easier for your staff to provide a superior level of service to the clients. Tamarac CRM is also designed to work with Microsoft CRM, and its interface is modeled after familiar Microsoft Office applications.

Tamarac CRM seamlessly integrates information and functionality to allow users to take advantage of time savings and operational efficiencies that an integrated platform delivers. The key features offered by Tamarac CRM include Tamarac reporting, Tamarac trading, Tamarac CRM, Tamarac services, integrations, and services.

Tamarac reporting feature provides flexible reporting, powerful portfolio analysis, and extensive billing capabilities. The Tamarac reporting feature offers the flexibility to customize information to meet the specific needs of your firm. The Tamarac reporting feature also enables users to edit and design custom reports easily that meet the client's needs.

The Tamarac trading feature offers efficient portfolio management that includes flexible portfolio construction. The Tamarac trading feature enables users to automate their model portfolio construction and management, monitor their accounts for trading triggers, and make tactical trades. The Tamarac services feature offers outsourced services such as daily position reconciliation, regular data audits, account aggregation, and compliance reporting.

Tamarac CRM supports businesses and streamlines more of their operations and client interactions. With Tamarac CRM, users can access portfolio rebalancing settings for each client as well as access reporting and access performance reporting functionality.

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