Advisor CRM
Running a successful financial firm is an abundance of work on it's own, and with such versatile software out there, your staff shouldn't have to be tied down with extra tasks. Tamarac Advisor Services is a client relationship management (CRM) software that provides you with a user-friendly interface that can keep your client's financial reports in a manageable database. Tamarac Advisor Services runs a software solution called Advisor Xi that continuously backs up your client data for super easy access. With your account information being updated on a consistent basis, you can always count on Tamarac Advisor Services to provide you with deliverable data whenever your client needs a thorough report.