Tamarac Advisor™ is an integrated and web-based suite of investment management and business automation systems.
Advisor combines best-in-class rebalancing, performance reporting and CRM software with Tamarac’s outsourced portfolio management and back office services.
Whether you would like to add our leading portfolio rebalancing software or would like a fully integrated suite and outsourced services, Tamarac can help you scale your business more profitably.
Advisor CRM™ goes beyond typical CRM expectations by integrating functionality from Tamarac’s rebalancing and performance reporting software while aggregating data from your accounting system and third party client accounts.
Advisor CRM integrates with and is run from Microsoft Outlook®, which means fast implementation broad adoption by your firm.
Advisor CRM gives your business a single starting point for all your client interactions, puts the information you need at your fingertips, and gives you the functionality to take action and trade accounts – all from one integrated solution.
Member Integrations
| PORTFOLIO MANAGEMENT, REPORTING, AND BACK OFFICE |
INTEGRATIONS |
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| FINANCIAL PLANNING | INTEGRATIONS |
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