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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.

Contact Details

  • Tamarac
  • -
  • United States
  • 1-10

Support

  • 24x7 Support
  • Chat

Training

  • In-person

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based

Typical Customers

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

Language Supported

English

Industries

Information Services, Information Technology & Services

Tamarac CRM Features

  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management

Tamarac CRM Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Tamarac CRM FAQ's

  • 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.