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Tamarac

By Envestnet | Tamarac
Tamarac
Accounts in Salesforce can be instantly created and accessed as a Household in Tamarac Reporting
Tamarac Reporting can carry over the associated contacts in SF.com to improve onboarding processes
The account is linked to the Household in Tamarac Reporting and will be updated automatically
Contacts in Salesforce can be instantly created and accessed in Tamarac Reporting
A new contact has been successfully created in Tamarac Reporting from Salesforce
The contact record is now linked between Salesforce and Tamarac Reporting
Contextually navigate to a financial account in Tamarac Reporting
The Tamarac Reporting dashboard can be configured to meets the specific needs of each user
Changes made to a contact’s email or Household affiliation are automatically tracked in Salesforce
Easily control the data mapping between Salesforce and Tamarac Reporting
We're still gathering your accounts. This process takes a few moments.

$10 USD per user per month For more information on pricing for the Tamarac app for Salesforce, please contact Tamarac at sales@tamaracinc.com.

Rating

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Latest Release

9/19/2017

CATEGORIES

Finance

Industry

Financial Services
Integrated Portfolio & Client Management for Independent Financial Advisors

Tamarac is the gold standard portfolio management application for independent RIAs. Boost your efficiency and scale by combining the power of Tamarac and Salesforce to automate your regular portfolio and client management processes.

$10 USD per user per month For more information on pricing for the Tamarac app for Salesforce, please contact Tamarac at sales@tamaracinc.com.