A Central Integration Point for Servicing Your Clients
Advisor CRM is a web-based client relationship management (CRM) system designed specifically for independent RIAs and modeled around your client lifecycle.
Meaningful integrationAdvisor CRM integrates data and functionality from Advisor View, Advisor Rebalancing, and a growing list of third party applications in areas such as financial planning, document management, and account aggregation.
From a client’s financial account or household record in Advisor CRM, you can contextually access performance reporting functionality from Advisor View. Additionally, you can view and edit critical rebalancing information for the client and rebalance the account from within Advisor CRM.
Advisor CRM also provides a single place to maintain shared data across multiple systems. Information entered in Advisor CRM is automatically updated in other applications that share the same data. For example, changing a client address in Advisor CRM will automatically update Advisor View and the portfolio accounting system with the updated information.
Configured for your businessFrom business development to onboarding a new client, ongoing relationship and wealth management, and even account closing, Advisor CRM adds automation, transparency, and scalability to your daily operations.
Advisor CRM comes standard with pre-packaged workflows that are modeled after the operational best practices we’ve learned from working with hundreds of RIAs to drive efficiencies through software automation. As part of our implementation process, our consultants work with your firm to configure workflows, reports, dashboards, and client filters to match how you run your business.
Increase profitability and valuationAdvisor CRM will institutionalize your operations by automating and tracking your client management processes. The efficiency gains in your organization translate to lower costs per client, accelerated growth, and more revenue. When it comes time for succession planning, your complete client historical records, transparency of business processes, and profitability will help to boost your valuation and make your business more desirable.
ScalableBuilt on the proven Microsoft Dynamics® platform, Advisor CRM will scale to meet the needs of any RIA. Your firm will have the peace of mind knowing that your CRM will support your firm’s growth for generations.
Advisor CRM is designed to work with Microsoft Outlook®, and its interface is modeled after familiar Microsoft Office applications – so your staff will have an easy time adopting it. And because it’s built in the cloud, Advisor CRM can be accessed from anywhere via a browser.
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
If you have display problems with Flash Player, you can usually correct the issue by disabling the hardware acceleration feature.
|1.||Right-click on the video screen and select Settings from the menu.|
|2.||Click the first tab on the left and clear the Enable hardware acceleration check box. Click Close to save the setting.|