In a socially connected world, it has never been more important for advisors to deliver differentiated client experiences. Advisor CRM helps advisors do just that. It provides a user experience that is simple and intuitive, actionable intelligence at their fingertips, and an easy connection to people, Advisor CRM makes work personal by enabling your staff to provide a superior level of service.
Advisor CRM is a web-based client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Dynamics® CRM platform.
“Tamarac enables us to better serve our clients while reducing staff time relating to trading by 65%. The system gives us the capacity and scale that hiring more staff could not have.”
Daniel Dubay, Principal - PPA Advisors
Advisor CRM on the go
Mobile applications keep advisors connected to data, team members, and clients. With access to your CRM solution on your Windows® 8 tablet, iPad®, and mobile phone, you have the tools you need to deliver the best service possible. Advisor CRM helps you stay connected and productive wherever you are. Use your iPad® or mobile device to stay up-to-date with your client info — even when you’re on the go. Arrive prepared for every meeting, and update your notes, tasks, contacts, accounts, and leads while the details are still fresh in your mind.
Thanks to deep integration with Advisor Rebalancing and Advisor View, you have access to key account data directly within Advisor CRM. Find current clients' revenue numbers, available cash or their investment strategy – all seamlessly pulled from our integrated applications.
Advisor CRM was designed specifically with independent advisors in mind and integrates data and functionality from all applications in the Advisor Xi Suite, such as portfolio accounting, performance reporting, portfolio rebalancing and the online client portal.
It also integrates data and functionality from applications you use today, such as document management, financial planning and electronic form submission – so you can see all your important client data in one place
Hear from our clients
Doug Johnson /on Advisor Xi
Head of Operations - Columbia Pacific Capital Management
Built on the proven Microsoft Dynamics® platform, Advisor CRM will scale to meet the needs of any RIA.
As part of the implementation process, Tamarac consultants work with your firm to configure workflows, reports, dashboards, and client filters to match how you run your business.
Advisor CRM offers standard pre-packaged workflows that are modeled after operational best practices.
Tamarac enhances Advisor CRM every 60 days with meaningful features that make you more productive.