Sign In
Seattle WA – January 25, 2011
Press Release

Tamarac is a Microsoft Dynamics CRM Partner and a Microsoft Gold Certified Partner

Tamarac uniquely addresses the needs of independent advisors by deeply integrating its portfolio management suite with Microsoft Dynamics CRM
Tamarac Inc., a leading provider of integrated portfolio management software and services, today announced being awarded Microsoft Gold Certified Partner status with competencies in Microsoft Dynamics CRM and hosting for its Advisor CRM offering. To achieve a Gold Certified Partner status—the highest level within the Microsoft Certified Partners program—Tamarac received top marks in customer satisfaction and invested in certifying its technical and support staff on Microsoft Dynamics CRM.

"As a leading provider of integrated portfolio management technology, Tamarac is continually looking for new ways to stay ahead of the technology curve. Microsoft Dynamics CRM, Hosting and Certified Gold partner statuses are another important differentiator of our proven technology solution, Advisor X, and a testament to our commitment in servicing our customers," says Stuart DePina, CEO at Tamarac.

Tamarac offers a unique and integrated CRM solution for advisors. Traditionally, advisors looked to small niche CRM providers that lack resources or enterprise level CRM providers that generally do not specialize in a particular industry. With Tamarac's customization of Microsoft Dynamics CRM, advisors can benefit from Tamarac's industry experience as a technology vendor that exclusively services the independent RIA marketplace. Tamarac has not only integrated data across back-office systems within Microsoft Dynamics CRM, it has also built in extensive functionality from its rebalancing, trading and performance reporting applications, directly within the solution.

"We upgraded to Advisor CRM because it puts key customer and portfolio information at our fingertips and integrates with our back-office systems," recalls Dan Dubay, Principal at PPA Advisors. "We didn't anticipate that its automation capabilities would have such a positive impact on our ability to manage communications and service our clients. Now we have more raving fan clients who are positively impacting our rate of referrals."

"Microsoft Dynamics CRM offers partners a flexible and scalable product for building customized business solutions," says Tom Feher, Financial Services Industry Director at Microsoft. "Tamarac's solution is an outstanding example of how partners can extensively customize Microsoft Dynamics CRM to add value and meet the specific business needs of their customers."

Tamarac is uniquely positioned to distribute its custom version of Microsoft Dynamics CRM to over 1,500 advisors, collectively managing over $150 billion in assets, using various components of its integrated portfolio management suite, Advisor X.
More Press Releases Schedule a Demo

About Envestnet

Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.

More than 88,000 advisors and 3,500 companies including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information about Envestnet | Tamarac, please visit and follow @TamaracInc.
Copyright Envestnet | Tamarac All rights reserved. is digitally verified by Starfield Secure Certification Authority.
Tamarac Trading
Sign In
Tamarac Reporting
Sign In