Start the conversation
Sign In
Seattle WA – October 12, 2011
Press Release

Tamarac Named to 2011 Microsoft Dynamics President’s Club

Microsoft recognizes Tamarac for commitment to customers
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.”
More Press Releases Schedule a Demo

About Envestnet

Envestnet, Inc. (NYSE: ENV) is the leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.

More than 59,000 advisors and 2,900 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information about Envestnet | Tamarac, please visit www.tamaracinc.com and follow @TamaracInc.
Copyright Envestnet | Tamarac All rights reserved.
www.tamaracinc.com is digitally verified by Starfield Secure Certification Authority.
Tamarac Trading
Sign In
Tamarac Reporting
Sign In