Advisor CRM
Advisor CRM is Tamarac's client relationship management system that provides a differentiated experience to its corporate users as well as allows a selective application of programs to best suit the needs of the clients. It permits companies to outsource many of their basic processes. Some of these services are billing, administration and daily data audits, position reconciliation and system uploads. Advisor CRM also offers account aggregation, compliance reporting, cost basis reconciliation and graphic design support. This client relationship management system is built on the Microsoft Dynamics CRM platform and offers cutting edge technology in a visually appealing graphic design. The Advisor CRM program allows companies to conduct their business from a platform that is intuitive and easy to use, which reduces staff time and attention on CRM. This, in turn, affords firms the opportunity to focus their attention, time and finances elsewhere. Advisor CRM is one of Tamarac's flagship programs.