The integration between Laserfiche and Tamarac allows for easy interaction with Laserfiche Documentation from the CRM interface. Clicking the Laserfiche tab located in Account, Contact, and Lead entities provides full access to corresponding documentation stored in Laserfiche. This Integration utilizes Web Access functionality to upload or scan in documents, export electronic files and briefcases, create files and folders, and edit Template data.

The Administration Configuration Page allows for mapping between Laserfiche Template Fields and CRM Entity Attributes to optimize the searching within Laserfiche. Upload different Laserfiche briefcases per Account, Contact and Lead to create specific subfolder structures, in the case that the contact folder structure does not exist in Laserfiche. This ensures that users will find or create the appropriate contact within Laserfiche when using the Integration.

• Includes an administration configuration options page to map CRM attributes to Laserfiche Template Fields to optimize searching.
• Allows for full access interaction with respective Account, Contact, and Lead Documentation. document interaction.
• Includes Upload, Edit, Export, Delete, and LF
• Search options for documents, folders, briefcases, and Template data.

Contact your Cities Digital Account Representative for more information about Cities Digital's Tamarac Integration for Laserfiche.

Trumpet's innovative Virtuoso™ technology dramatically improves your productivity by integrating the Worldox document management software with Tamarac's Advisor CRM, truly giving you the documents you use most often, at your fingertips.

Simple Everyday Convenience

While on a client record in Advisor CRM, use Virtuoso to instantly retrieve a specific document or a set of documents related to that particular client. For instance, a client calls with questions about their recent investment review. In one, easy click you have visibility to all the documents used in your last meeting with that client.

Efficiency by Role

With Virtuoso, customize a dashboard of frequently used files relating to specific job or department or workflow. For instance, your accounting group may need access to all, invoices to be paid and payroll information. Instead of requiring employees to perform the same searches over and over again, Virtuoso provides instant access to common files or files types by allowing team members to subscribe to a department's dashboard. This significantly improves your firm's day to day efficiency!

Custom Workflow

With Virtuoso, each member of your firm can easily customize their own individual file dashboards integrated with Advisor CRM . Let's face it, each member of your firm thinks about information differently. Virtuoso empowers a user's natural tendency towards a specific workflow or behavior pattern. Remember, technology should work the way you work, not the other way around.

Use all or some features of Assemblage™ to automate assembly or filing of documents. Assemblage reads data out of Advisor CRM, Portfolio Management software, and other applications to automatically and electronically assemble documents into a unique report or presentation per recipient.. Automatically deliver reports to clients securely via Tamarac portal, secure e-mail attachment or via print. Automatically file to Tamarac's Advisor CRM, a directory tree, or a supported document management system.

Assemblage™ is used to automate your performance reporting process, client investment review meeting preparation, year end tax reporting, billing process and more. Integration and customization is unlimited.

Advisory firms using Assemblage reduce time to prepare reports by 75%, number of staff involved in the process by 50%, and printing costs by 30%.

Laser App pre-fills financial industry forms with existing client data you already have on hand. More than 26,000 forms are centrally located and kept current, pulling data from 60+ CRM’s & more. Join 100,000+ users and complete paperwork the easy way.

Enterprise solves the primary problems that independent financial advisors face. Laser App works "off the shelf" by integrating seamlessly with over 60 software solutions. You also have the ability to import data or key new clients directly into the Laser App database. Once you have Laser App, forms-filling is as easy as selecting a client and selecting your forms.

MoneyGuidePro (MGP) gives you the confidence you need to help your clients navigate the challenging terrain of today's uncertain financial world. MGP's unique planning philosophy is a hybrid – goal-based planning with full cash flow after retirement. MGP helps you create a well-crafted plan for your clients – with results they understand and a clear path they can realistically follow. Using an MGP plan as a guide, you'll be confident you're providing the right advice, and your clients will be confident they've chosen the right advisor. MoneyGuidePro was ranked the #1 financial planning software in the Financial Planning Magazine Technology Survey 2010. For more information, please visit www.moneyguidepro.com or call 800.841.5312.

Exchange without the headaches

Rackspace is the largest Microsoft Hosted Exchange® provider because of our extensive hosting expertise and focus on high-quality support. No other provider can match our Exchange experience or offer the range of hosting options Rackspace delivers. Rackspace gives you all of the functionality of a dedicated Exchange server, backed by Fanatical Support™ at a fixed, monthly cost. We employ over 100 Microsoft Certified Technicians, so you can rest easy knowing you’re supported by email specialists.

For Your Users

• 2GB mailboxes (around 2 years of email)
• 50MB attachments (about 500 JPEG images)
• Outlook® Web Access (OWA) Premium
• RSS subscription delivery
• Share contacts, tasks, calendar, and notes
• Calendar sharing with read/write options
• Direct push for email and PIM data sync to BlackBerry®, iPhone®, Android®, and Windows® Mobile
• Free resource mailboxes for conference room and equipment scheduling
• Global Address List (GAL) and 2GB public folder space
• Premium spam and virus protection

For Your IT Department

• 24x7x365 support available via phone, chat, or Support Site
• Fully-functional, extended MAPI protocol
• Supports Outlook anywhere (RPC over HTTPS)
• Industry-leading SLA
• Backed up every two hours and retained for two weeks
• Easy Control Panel management
• Domain & mailbox-level spam and virus filters
• Allocatable storage bank
• Optional archiving and data migration services

Salentica is a vertically integrated software firm, driven to provide the best client management solutions for our wealth management clients to enable them to drive operational efficiencies, reduce operational risk and improve business development processes to help grow their business. Our success is earned through our client’s success.

We achieve our business focus by; delivering software solutions that meet our wealth management client needs, providing innovative ideas and best practices based on our deep domain knowledge to help our clients be successful, and then providing the ongoing support services to ensure long term success and broad user adoption.

Salentica has provided Client Relationship Management solutions for wealth management firms since its inception in 1997. We bring a wealth of functionality and deep domain knowledge on the best practices, based on many years of experience working with wealth managers.

Our goal is to eliminate surprises for our key stakeholders including employees and clients, exceed the expectations of our clients and build long term relationships with our clients. Respecting and protecting our client’s confidential information is in our DNA and that will not be jeopardized.