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|Envestnet | Tamarac is on the Salesforce AppExchange, the World's Leading Enterprise Apps Marketplace|
Built on the Salesforce Platform, the Tamarac app is currently available on the AppExchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFooJUAT
"Advisors can lose hours of productivity if their CRM and portfolio reporting applications are not in sync, exponentially increasing the time it takes to enter data between systems and servicing their clients," said
Financial advisors can easily create new clients and households in Tamarac from Salesforce and they can utilize the app's flexible configuration to easily map Tamarac data to customized Salesforce fields and records. For example, household addresses updated in Salesforce will automatically update the mailing label in Tamarac for client reporting. This user friendly setup makes the field-mapping experience turnkey, with no need for a web developer.
RIAs that use both the Tamarac portfolio management platform and the new Tamarac app can experience significant efficiencies with this integration, including:
"Everyone and everything is getting smarter and more connected than ever before, and companies are looking to transform the way they connect with customers, partners and employees," said
Technology integration turbocharges advisor productivity. According to a recent
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More than 57,000 advisors and 2,500 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of Internet services companies, leverage
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