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.

Tamarac Platform Integrations

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.

Household Linking

From Tamarac CRM, you can create a new Household and new Clients in Tamarac Reporting with the click of a button – making it fast and easy to manage your households. The Household and Clients will be automatically linked, and your updates to the Household will then sync across the products.

Household Integration

This integration allows you to keep clients' Household name, mailing address, and state of residence seamlessly in sync between Tamarac Reporting and Tamarac CRM and reduces potential errors.

Financial Accounts Integration

You can see financial account information from Tamarac Reporting and Tamarac Trading in Tamarac CRM. This integration gives you an overview of some key financial account data points in Tamarac CRM. When you want to drill down into financial details, you can quickly jump from Tamarac CRM to your Tamarac Reporting Dashboard which automatically displays the corresponding Tamarac Reporting financial account.

Reporting and Rebalancing Groups Integration

You can see group information from Tamarac Reporting and Tamarac Trading in Tamarac CRM. This integration gives you an overview some key financial and rebalancing data points in Tamarac CRM. Tamarac CRM will sync with Tamarac Reporting during the daily sync with your portfolio accounting system. If you have the full Tamarac suite or just Tamarac Reporting and Tamarac CRM, Reporting will be your source of record.

Client Linking

Using client integration allows you to simplify data management between Tamarac CRM and Tamarac Reporting. Client integration bi-directionally integrates the client’s name, email address, and date of birth between Tamarac CRM and Tamarac Reporting. You will also be able to see information about a client’s portal for linked clients.

Client Integration

You can choose to keep your contact information in sync between Tamarac CRM and Tamarac Reporting. This integration allows you to keep your client’s name, date of birth, and email address seamlessly in sync and reduces potential errors.

Event Integration

There are many actions you can perform in Tamarac Reporting and Tamarac Trading that can be optionally tracked in Tamarac CRM. In Tamarac CRM, you can choose to track these actions as an event, a completed activity, or both.