Advisor View app for Salesforce
Advisor View app for Salesforce


Available NOW in the Salesforce App Exchange!
Independent advisors using Salesforce will experience dramatic efficiency gains by integrating with Tamarac’s award winning portfolio management application.

Tamarac delivers portfolio accounting, performance reporting, billing, data aggregation, business intelligence reports, and an engaging client portal that supports mobile access. Combining Tamarac data and functionality with the CRM and workflow capabilities of Salesforce provides the ultimate portfolio and client management platform for RIAs.


Benefits & Features
Open accounts fast Clients and Households are created in Tamarac with the click of a button in Salesforce.
Access financial accounts Tamarac adds and updates Financial Account information in Salesforce daily.
Improve data accuracy Edits made to client or Household information in either Salesforce or Tamarac are updated in the other application automatically.
Streamline client requests Contextually link from Salesforce into a client’s account or Household in Tamarac to take immediate action.
Maintain historical records Changes made to a client’s email or Household assignment are tracked in Salesforce.
Control data flow Easily setup and manage data flow and integration settings between Tamarac and Salesforce.
Next Steps
The Tamarac App is currently available for download in the Salesforce App Exchange. Once you’ve made your installation request, Tamarac’s Account Management team will contact you to discuss next steps to get you up and running on the Tamarac App

RIAs using an integrated platform, versus those that do not, experience the following gains in firm-wide performance*:
*Source: Tamarac whitepaper – RIA Productivity and Profitability: Integration Pays



Sign In
Advisor Rebalancing
Advisor View