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Introduction to Tamarac Platform Integrations
Tamarac CRM has deep integration with Tamarac Reporting and Tamarac Trading. In addition to single sign-on access, integration refers to the automatic updating of information between products. Changes made in one system will flow through to the other system, saving you time while reducing redundancies and potential discrepancies.
With this integration you can:
Create Households and Clients in Tamarac Reporting from Tamarac CRM
View detailed financial account information from Tamarac Reporting
View and modify Household and client information in Tamarac CRM or Tamarac reporting and instantly sync the changes between them
Automatically assign financial accounts to a Household in Tamarac CRM from Tamarac Reporting
View Saved Search results from Tamarac Reporting in Tamarac CRM
Track events that occur in Tamarac Reporting or Tamarac Trading in Tamarac CRM
Contextually single sign-on from Tamarac CRM To Tamarac Reporting
The following table shows what sync occurs with Tamarac CRM and when:
Tamarac Reporting | Direction | Tamarac CRM | Sync Frequency |
---|---|---|---|
Client | Contact | Immediately upon change being made | |
Household | Account | Immediately on change being made | |
Account | Financial Account | Upon sync with portfolio accounting system | |
Events | Task/External Event Log | Immediately upon change being made | |
Single Sign-On | Single Sign-On | One-click login to Tamarac Reporting from Tamarac CRM | |
Single Sign-On | Single Sign-On | One-click access to Tamarac CRM login page from Tamarac Reporting |
Tamarac CRM and Tamarac Reporting can update data bi-directionally for records that are linked. In Tamarac CRM, you can link Households and Contacts with Tamarac Reporting. The following data will update immediately for linked records.
Household Field Updates
Name
Address 1
State of Primary Residence
Contact Field Updates
Name
Email Address
Birthdate
Please reference Household Integration and Contact Integration for detailed information on the bi-directional integration.
Tamarac CRM syncs with Tamarac Reporting during the daily sync with your portfolio accounting data. The sync will update the following information in Tamarac CRM:
Create new financial accounts
Create new Reporting and Rebalancing Groups
Update financial data for existing financial accounts
Update financial data for existing Reporting and Rebalancing Groups
If your firm has enabled Household integration, financial accounts and groups will be automatically assigned to a Household for any Households that are linked. If your firm has not enabled Household integration, you will want to monitor the Tamarac Reporting – No Associated Household view in CRM.
Please reference Financial Accounts and Reporting Groups for detailed information on which data points are included in the sync.