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Advisor CRM
A Central Integration Point
Advisor CRM provides a powerful and easy-to-use CRM solution that’s delivered through the cloud. Advisor CRM will help your firm improve the overall customer experience, boost sales, and increase the impact of your marketing activities.
Advisor CRM serves as a central integration point for all modules of the Advisor Xi suite and your portfolio accounting system, helping you achieve new levels of productivity. Access critical accounting information right from a contact record in CRM. Run a performance report or respond to a client’s cash request in real-time during the phone call directly from the CRM.
Gain immediate access to customer information through a familiar Microsoft Outlook® experience, which helps ensure rapid user adoption and increased productivity.Relationship Management
- Access your clients’ aggregated account and personal information, centralized from multiple back-office systems, and take action using integrated trading functionality.
- Use Microsoft Outlook to communicate and schedule meetings with your clients as you do today while benefiting from the automated tracking in Advisor CRM.
- Filter clients based on your custom criteria such as last trade date, email address, call details, or IPS review date.
Workflows
- Build custom workflows that automate most client, portfolio, or office management tasks.
- Use conditional workflows that trigger specific tasks only when they meet the criteria you set.
- Dynamically assign tasks to the most appropriate team or staff member.
Integrations
- Access Advisor CRM from Microsoft Outlook or from any web-enabled device.
- Generate trades or run performance reports that use integrated rebalancing and reporting functionality.
- View a complete picture of a portfolio using integrated accounting data from your custodian and ByAllAccounts.
- Access financial plans with one-click access to MoneyGuidePro®.
- Manage your documents electronically using Worldox® or Laserfiche®.
- Increase productivity with Outlook integration.
Advisor CRM is accessible from Microsoft Outlook and gives you access to client information from across systems and the ability to take action on it with integrated trading functionality
We really look at Tamarac as a strategic partner to our business. We think of Tamarac as thought leaders because they are always looking for innovative products and solutions to better service clients. And that’s exactly how we view our business.
Brent Burns, President and Co-FounderAsset Dedicationwww.tamaracinc.com is digitally verified by Starfield Secure Certification Authority.
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