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Tamarac CRM

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Web-based client relationship management system designed specifically for independent advisors.

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Tamarac CRM Overview

Envestnet TAMARAC is a comprehensive portfolio and client management software tailored for independent advisors and wealth managers. Central to its design is an advanced portfolio management system, which facilitates efficient asset allocation, performance reporting, and rebalancing. The platform integrates a client portal, offering a clear and interactive interface for clients to view their investment performance and communicate with their advisors. TAMARAC also includes a customizable reporting engine, enabling advisors to create detailed, client-specific reports. Its trading and rebalancing tools are designed to optimize portfolio management, ensuring alignment with client goals. Additionally, the software offers CRM integration, streamlining client data management and enhancing relationship building. Envestnet TAMARAC is a versatile tool that combines powerful analytics with user-friendly features to support wealth management professionals.

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Contact Details

  • Vendor Name Tamarac
  • Founded -
  • Location United States
  • Employees 1-10

Support

  • 24x7 Support 24x7 Support
  • Chat Chat

Training

  • In-person In-person

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Information Services, Information Technology & Services

Tamarac CRM Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Engagement
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Forecasting
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Financial Management
  • Arrow Icon Performance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon For Financial Institutions
  • Arrow Icon Asset Lifecycle Management

Tamarac CRM Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Tamarac CRM FAQs

Envestnet TAMARAC is a comprehensive portfolio and client management software tailored for independent advisors and wealth managers. Central to its design is an advanced portfolio management system, which facilitates efficient asset allocation, performance reporting, and rebalancing. The platform integrates a client portal, offering a clear and interactive interface for clients to view their investment performance and communicate with their advisors. TAMARAC also includes a customizable reporting engine, enabling advisors to create detailed, client-specific reports. Its trading and rebalancing tools are designed to optimize portfolio management, ensuring alignment with client goals. Additionally, the software offers CRM integration, streamlining client data management and enhancing relationship building. Envestnet TAMARAC is a versatile tool that combines powerful analytics with user-friendly features to support wealth management professionals.

  • No, Tamarac CRM does not offer a free version.

  • No, Tamarac CRM does not offer any free trial.

  • No, Credit Card details are not required for the Tamarac CRM trial.

  • No, Tamarac CRM does not offer an API.

  • Tamarac CRM offers support with the following options:
    • 24x7 Support , Chat

  • Tamarac CRM offers training with the following options:
    • In-person

  • Tamarac CRM supports the following languages:
    • English

  • Following are the typical users of the Tamarac CRM:
    • Self-Employed , Small-Business , Midsize-Business

  • Tamarac CRM supports the following deployment:
    • Cloud Hosted

  • Tamarac CRM supports the following devices and operating systems:
    • Web-Based