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Tamarac CRM
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Tamarac CRM

Overview
Synopsis

Tamarac CRM is a web-based client relationship management system specifically for independent advisors built on the trusted Microsoft 365 platform.

Category

Financial Advisers CRM Software

Features

• Tamarac reporting feature provides flexible reporting, powerful portfolio analysis, and extensive billing capabilities
• Flexibility to customize information to meet the specific needs of your firm
• Edit and design custom reports easily that meet the client’s needs
• Flexible portfolio construction
• Automate the model portfolio construction and management, monitor the accounts for trading triggers, and make tactical trades
• Access portfolio rebalancing settings for each client as well access reporting and access performance reporting functionality

License

Proprietary

Price

Contact for pricing

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Tamarac CRM

What is best?

• Tamarac reporting feature provides flexible reporting, powerful portfolio analysis, and extensive billing capabilities
• Flexibility to customize information to meet the specific needs of your firm
• Edit and design custom reports easily that meet the client’s needs
• Flexible portfolio construction

What are the benefits?

• Simple and intuitive user interface that provides actionable intelligence and easy connection to people
• Makes it easier for your staff to provide a superior level of service to the clients
• Seamlessly integrates information and functionality
• Allows users to take the advantage of time savings and operational efficiencies that an integrated platform delivers

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
9.3
5.9
Features & Functionality
9.2
7.5
Advanced Features
9.4
8.3
Integration
9.3
8.3
Performance
9.4
7.9
Customer Support
9.2
5.5
Implementation
5.8
Renew & Recommend
4.9
Bottom Line

Tamarac CRM is a web-based client relationship management system specifically for independent advisors built on the trusted Microsoft 365 platform and comes a simple and intuitive user interface.

9.3
Editor Rating
6.8
Aggregated User Rating
6 ratings
You have rated this

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.

You may like to read: Top Financial Advisers CRM Software

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Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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