As a best practice, firms should track the worth of their business well in advance of succession planning—so that decisions can be made to boost the overall valuation of the business. To aid advisors in this process, we’ve created the Firm Valuation Profile report. The Firm Valuation Profile report shows you the top 10 metrics for determining the valuation of your business, such as the total number of clients, average client age, and average revenue. Tamarac CRM then runs the metrics through extensive analysis to show you how your firm measures up in the areas Tamarac has identified for increasing business valuation.
Configured for Your Business
From business development to onboarding a new client, ongoing relationship and wealth management, and even account closing, Tamarac CRM adds automation, transparency, and scalability to your daily operations.
Tamarac CRM offers standard pre-packaged workflows that are modeled after the operational best practices Tamarac has learned from working with hundreds of advisory firms as we drive efficiencies through software automation. As part of the implementation process, Tamarac consultants work with your firm to configure workflows, reports, dashboards, and client filters to match how you run your business.
Tamarac CRM on the Go
Mobile applications keep advisors connected to data, team members, and clients. With access to your CRM solution on both your Windows
8.1 and 10 tablets, iPad
, and mobile phone, you have the tools you need to deliver the best service possible.
Tamarac CRM helps you stay connected and productive. Use your iPad or mobile device to stay up to date with your client information while you’re on the go. Arrive prepared for every meeting, and update your notes, tasks, contacts, accounts, and leads while the details are still fresh in your mind.
Built on the proven Microsoft Dynamics
platform, Tamarac CRM will scale to meet the needs of any RIA. You will have peace of mind knowing that your CRM will support your firm’s growth for generations.