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Tamarac is on the Salesforce AppExchange, the World's Leading Enterprise Apps Marketplace

  • Writer: Joseph K
    Joseph K
  • Aug 22, 2017
  • 1 min read

Tamarac today announced it has launched the Tamarac app on the Salesforce AppExchange, empowering businesses to connect with their customers, partners and employees in entirely new ways. Tamarac will now easily integrate client, household and account data from its portfolio management software to provide a powerful and comprehensive platform solution for independent registered investment advisors (RIAs). Built on the Salesforce Platform, the Tamarac app is currently available on the AppExchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFooJUAT "Advisors can lose hours of productivity if their CRM and portfolio reporting applications are not in sync, exponentially increasing the time it takes to enter data between systems and servicing their clients," said Stuart DePina, president of Envestnet | Tamarac. "With this new integration, we're providing advisors with more choices regarding their CRM platform, while streamlining their regular workflows and enabling them to provide a higher level of service to their investor clients."




 
 
 

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