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Tamarac Named to 2011 Microsoft Dynamics President’s Club

Microsoft recognizes Tamarac for commitment to customers
Seattle WA, October 12, 2011 - Tamarac, Inc., a leading provider of integrated portfolio and customer management software for financial advisors and wealth managers, has been named to the 2011 Microsoft Dynamics President’s Club for its Advisor CRM solution. The award was presented to the top five percent of Microsoft Dynamics partners worldwide, and is a direct result of Tamarac’s outstanding dedication to customer satisfaction through the delivery of Advisor CRM, its custom version of Microsoft Dynamics that is tailored for financial advisors.

The Microsoft Dynamics President’s Club honors high-performing Microsoft Dynamics partners that achieve measured success in both sales and customer satisfaction. Membership is granted based on their continual, committed efforts aimed at offering solutions that meet the needs of their customers.

“Microsoft is proud to recognize Tamarac for its outstanding sales achievement,” said Doug Kennedy, vice president, Microsoft Dynamics Partners. “This honor is a direct reflection of Tamarac’s outstanding group of employees and management team, all of whom should be very proud of this accomplishment. Tamarac plays a very important role in the growth and success of Microsoft Dynamics.”

Advisor CRM acts as a central access point for the various modules of Tamarac’s Advisor X platform. Advisor X uniquely integrates portfolio rebalancing, trading, performance reporting, portfolio management, and client portal applications with Advisor CRM. Tamarac also integrates a growing list of third-party software providers in such areas as financial planning, documentation management, and hosted Exchange Server with Advisor CRM and the Advisor X suite.

“It is a great honor to be recognized for our customization of Microsoft Dynamics CRM,” said Stuart DePina, CEO of Tamarac. “This award is a testament to our commitment to delivering innovative solutions and unparalleled support for financial advisors. While we’re pleased with our success, we’re always looking for new ways to define meaningful integration for our clients. With a strong partner like Microsoft, I have no doubt that we will continue to deliver unparalleled value to our clients and maintain our 97 percent yearly client satisfaction and renewal rating.”

About Tamarac Inc.

Tamarac provides an integrated web-based suite of portfolio and client management software and outsourced services to over 450 independent registered investment advisors, collectively managing over $220B in assets. Tamarac has the unique perspective of consulting with thousands of advisors since its inception in 2000 to drive greater efficiencies throughout their practice and help them achieve a more scalable and profitable business model.


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