Start the conversation
Sign In

Salesforce App

Available NOW in the Salesforce App Exchange!

Independent advisors using Salesforce will experience dramatic efficiency gains by integrating with Tamarac’s award winning portfolio management application.

Tamarac delivers portfolio accounting, performance reporting, billing, data aggregation, business intelligence reports, and an engaging client portal that supports mobile access. Combining Tamarac data and functionality with the CRM and workflow capabilities of Salesforce provides the ultimate portfolio and client management platform for RIAs.
Accounts in Salesforce can be instantly created and accessed as a Household in Tamarac.
Tamarac can carry over the associated contacts in Salesforce to improve your onboarding process
Tamarac can carry over the associated contacts in Salesforce to improve your onboarding process
The account is linked to the Household in Tamarac and will be updated automatically.
Contacts in Salesforce can be instantly created and accessed in Tamarac
Contacts in Salesforce can be instantly created and accessed in Tamarac
The Tamarac dashboard can be configured to meets the specific needs of each user.
Contextually navigate to a financial account in Tamarac.
Contextually navigate to a financial account in Tamarac.
Changes made to a contact’s email or Household affiliation are automatically tracked in Salesforce.
Easily control the data mapping between Salesforce and Tamarac.
Easily control the data mapping between Salesforce and Tamarac.

Benefits & Features

Open accounts fastClients and Households are created in Tamarac with the click of a button in Salesforce.
Access financial accountsTamarac adds and updates Financial Account information in Salesforce daily.
Improve data accuracyEdits made to client or Household information in either Salesforce or Tamarac are updated in the other application automatically.
Streamline client requestsContextually link from Salesforce into a client’s account or Household in Tamarac to take immediate action.
Maintain historical recordsChanges made to a client’s email or Household assignment are tracked in Salesforce.
Control data flowEasily setup and manage data flow and integration settings between Tamarac and Salesforce.

Next Steps

The Tamarac App is currently available for download in the Salesforce App Exchange. Once you’ve made your installation request, Tamarac’s Account Management team will contact you to discuss next steps to get you up and running on the Tamarac App

Learn More & Download

Whitepaper

RIAs using an integrated platform, versus those that do not, experience the following gains in firm-wide performance*:
Learn More & Download
*Source: Tamarac whitepaper – RIA Productivity and Profitability: Integration Pays
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