CRM
Retrieve client, household and group data, assist with client relationship management,
and query important documents directly from Tamarac.
Our Partners
Accurate and easy to use integrations
With documentation and examples to guide you through every step.
Capabilities offered
Tamarac CRM is a client relationship management system designed
specifically for independent advisors. Use Tamarac CRM to:
Search for:
- Accounts
- Clients
- Households
Retrieve details for:
- Clients
- Households
- Accounts and groups
Document management
- Query for documents in the Tamarac Document Vault.
- Download documents.