Financial advisors can benefit from seamless integration between Tamarac Reporting and Tamarac CRM with the following features:

• Simplify your client onboarding! Create clients and Households in Tamarac Reporting from Tamarac CRM with the click of a button. Ongoing, data is synced between the two systems to ensure consistent and accurate information and eliminate duplicate data entry.

• Changes made to client or Household information in either Tamarac CRM or Tamarac Reporting can update the other application automatically.

• Tamarac Reporting automatically sends up-to-date financial account information to Tamarac CRM, including Household level summaries (such as fees, managed, unmanaged and total asset values), provided on a daily basis..

• Track changes to a client’s email address or Household assignment.

• Use contextual links in Tamarac CRM to instantly access financial accounts and Households in Tamarac Reporting, enabling advisors to take immediate action and service their investor clients with greater speed and efficiency.

Integration Control

Easily configure the integration settings to control the data and field mapping between Tamarac CRM and Tamarac Reporting for:

• Household information

• Client information

• Financial Account information

• Historical Record Changes

Tamarac CRM

作者 Tamarac Inc.