Advisor CRM
 ®



Client relationship management for investment advisors.
Advisor CRM
 ®
Client relationship management for investment advisors.


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
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.

Deep Integration
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.

Rebalancing
Portfolio Accounting
Third-party Integrations
Performance Reporting
Advisor CRM


Integration Hub
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




Scalable
Built on the proven Microsoft Dynamics® platform, Advisor CRM will scale to meet the needs of any RIA.
Implementation
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.
Workflows
Advisor CRM offers standard pre-packaged workflows that are modeled after operational best practices.
Release Cycle
Tamarac enhances Advisor CRM every 60 days with meaningful features that make you more productive.
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  


Sign In
Advisor Rebalancing
Advisor View