Envestnet | Tamarac
Wealth Management powered by fully connected CRM data
Overview
Bidirectional connection between our wealth management technology and an industry-leading CRM for instant access to client data. This integration enables up-to-date Account & Contact details, on-command Financial Account values, & SSO access to Reporting.
Client/Household and Financial Account data synchronization
Contextual single sign-on to Tamarac
Access to the Envestnet wealth technology ecosystem
Tamarac’s Salesforce Sales Cloud and Financial Services cloud integration simplifies workflows and empowers financial advisors with better client awareness though a highly configurable app. The integration includes: 1. Push-button Client and Household Creation 2. Event-driven Client and Household Data Sync 3. Single Sign-on with Context 4. Financial Account Data Sync For more information or to discuss configuration and deployment, contact Tamarac support at tamaracsupport@envestnet.com
Categories
- Industries
- Financial Services
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package