Contents
Tamarac CRM
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Enforced session timeouts to improve CRM data security
- Integrated Schwab alerts now simplified to a 30-day sync
- Power your practice with compliance dashboards
- Access Fidelity Wealthscape from Tamarac CRM
- View Schwab beneficiary information in Tamarac CRM
- Explore new and expanded Help Center content: Microsoft Power BI & Calendly integration in CRM
- Access eMoney directly from Tamarac CRM
- Improve visibility of client birthday reminders with Power Automate
- Simplify administrative tasks after client death with Power Automate
- Export contact preferences from CRM with word templates
- Explore new and expanded Help Center content: Copilot, search functionality, & service requests
- Launch directly Into Schwab Address Change Tool from Tamarac CRM
- Expanded data integration for Schwab Digital Account Opening (DAO)
- Access MoneyGuidePro directly from Tamarac CRM
- Sync custom fields for accounts and groups between CRM and Reporting
- View mapping status for Tamarac CRM custom fields in Tamarac Reporting
Archival Enhancements
For enhancements through 2024, see Archival Enhancements: Tamarac CRM.