Relationship-first CRM technology

Make client management personal with a web-based relationship management system offering easy integration with Microsoft Office 365 and Outlook, Tamarac Reporting and Trading, and other leading applications used by independent investment advisors.

Create a more connected client experience

Built on the trusted Microsoft platform with a simple and intuitive interface, Tamarac CRM serves as the central hub of your client management ecosystem. This collaborative platform empowers advisors to deliver service that’s more personalized, stay up to date with client information, and elevate the client experience.

Key CRM features

Leverage integrations

Leverage integrations with Tamarac Reporting, Tamarac Trading, and MoneyGuide. Integrate deeper with programs across your Microsoft 365 ecosystem, custodians, and a growing list of third party applications.

Automated workflows

Automate routine tasks and business processes so you can focus on high-value client interactions.

Business intelligence

Track key business information, identify trends, and make informed decisions with actionable business reports and dashboards.

Unified view

See relevant details, all in one place, with centralized views of client and business data.

Smart notifications

Stay ahead of important deadlines and opportunities with intelligent alerts that keep you informed about client milestones, compliance requirements, and business-critical events.

Centralized information

Centralize access via SSO to a variety of end point locations; pull together meeting notes and other activities in one place; and easily view information such as RMD eligible clients, custodian alerts and statuses, and client related documents stored in SharePoint.

Automate excellence

Track client interactions, key data points, and lifecycle milestones easily, with alerts and task tracking embedded directly into the CRM interface. Free up time for client-focused activities with automated workflows and business development processes. Get the critical information you need to advance your business with customizable reports, dashboards, and filters at your fingertips.  

Better together

Thanks to integrations with Tamarac Reporting, Tamarac Trading, and a growing list of valued partners, advisors can access performance data, rebalancing tools, calendar and contact information, and other essential resources to deliver exceptional client service and drive business success.

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Streamline Your Processes with Automation and Business Intelligence

Our pre-built workflows automate critical business tasks to save valuable time.

Automatically task important onboarding steps to team members
Track incoming and outgoing money
Submit internal trade ticket requests
Scheduling and preparing for client review meetings
Keep marketing lists on par with linked MailChimp audiences
Ping team members with important updates
Birthday reminder emails

Track business growth, monitor referral sources, and uncover new opportunities.

Business valuation reports
All activities
Client segmentation strategies
Centers of Influence profile
Revenue vs a target analysis
Required minimum distribution planning
Business development leads

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