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Enabling Tamarac Platform Integrations

Contents

Introduction

Tamarac CRM integrates with Tamarac Reporting and Tamarac Trading. Your firm’s Data Manager can enable the bi-directional integration and events between the products.

Features of the Available Integrations

Your firm can choose to enable the following integration points with the listed features:

Household Integration

• Bi-directional integration of Household name and address fields.
• Rollup view of Household values from Tamarac Reporting in Tamarac CRM.
• Household creation from Tamarac CRM in Tamarac Reporting.
• Financial accounts assignments to their households from Tamarac Reporting in Tamarac CRM.
• Contextual single sign-on from Tamarac CRM to Tamarac Reporting.

Contact Integration

• Bi-directional integration of Contact name and email address fields.
• Client creation from Tamarac CRM in Tamarac Reporting.
• Client portal launching from Tamarac CRM in Tamarac Reporting
• Contextual single sign-on from Tamarac CRM to Tamarac Reporting.

Financial Account Integration

• Detailed view of financial account information from Tamarac Reporting in Tamarac CRM.
• Contextual single sign-on from Tamarac CRM to Tamarac Reporting.

Integration Events

• Integration of actions taken in Tamarac Trading, like approving a rebalance or logging orders.
• Integration of actions taken in Tamarac Reporting, like clients logging into their client portal or posting documents.

Enable Integration Settings

To enable integration in Tamarac CRM, follow these steps:

1. In the Change Area at the bottom left, choose Tamarac Settings.

   

2. Under Setup, choose Configurations.

   

3. Click Configuration Settings.

   

4. In Integration Settings, select the integrations you would like to enable.

   

   See Household Integration, Client Integration, Financial Accounts, and Reporting Groups for detailed information on which data points are included in the integration.

5. When finished, click Save.

Enable Event Integration

To enable event integration in Tamarac CRM, follow these steps:

1. In the Change Area at the bottom left, choose Tamarac Settings.

   

2. Under Setup, choose Configurations.

   

3. Click Configuration Settings.

   

4. In the Event Integration section, select any event you would like to enable.