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Mobile App

Your New Client Portal Mobile App

The most engaging way to interact with your clients
Tamarac is launching new mobile apps, supporting iPhone and Android devices, as part of our ongoing commitment to provide the most engaging experience for your investor clients. Due out later in 2017, the new apps will include:
Customizable and interactive dashboard Integrated goals-based reporting from MoneyGuidePro Intuitive navigation Quickly link and aggregate outside accounts for a holistic view of a client’s assets and liabilities Personal financial management tools to automate budgeting and help clients get on the path to financial wellness Upgraded document vault simplifies secure document sharing with your client Provide your client with easy access to their support team, as well as various communications options Easy to navigate client portfolio reporting, including allocation, holdings and transactions
 

Client Portal Mobile App

Learn more about our new client portal mobile app
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Personal Financial Wellness Tools – Coming Soon!

Our new client apps will soon receive budgeting tools that will use transaction data to automatically display budget categories for your clients and suggest budget amounts based on their historical transaction data. These new capabilities will automatically tracks your client’s spending by category and sends notifications to help them stay on target.

Streamline budgeting for your clients and gain insights into their spending behavior. By pairing budget planning with timely notifications and your expert advice, your firm can use this powerful tool to increase client engagement and overall satisfaction.

Key Benefits

Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Let us walk you through a personal demonstration of Tamarac.
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