Best-In-Class Integrations Maintained, Enhanced, and Supported by Tamarac
In order to remain competitive, RIAs need to be able to broaden the definition of advice they provide to clients. To improve the value they offer, advisors need access to financial planning tools, investment products, data analytics, insurance and lending products, and more in order to truly deliver holistic wealth management services to their clients. Tamarac’s integrated, holistic technology stack brings together many of these crucial pieces.
Benefits of integration for advisors:
- More time with clients – increase time allotted to client acquisition and deepening relationships with their existing clients.
- Increased productivity – advisors with advanced integration spend more time on “planning” and generating proposals which leads to increased revenue.
- Enhanced client experience – online account opening, integrated performance reporting, integrated advice and additional ways to communicate all enhance the clients experience
A seamless integration of data, platform and solutions, along with the human element of the advisor, can help make financial wellness a reality for everyone.
We are proud to present our integration partners.
Our Partners
