In a socially connected world, it has never been more important for advisors to deliver differentiated client experiences. Tamarac CRM helps advisors do just that. With a user interface that is simple and intuitive, actionable intelligence at your fingertips, and an easy connection to people, Tamarac CRM makes work personal by enabling your staff to provide a superior level of service. 

Tamarac CRM is a web-based client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Office 365 platform.

Tamarac CRM is designed to work with Microsoft Outlook, and its interface is modeled after familiar Microsoft Office applications—so your staff will have an easy time adopting it. Because it’s built in the cloud, Tamarac CRM can be accessed from anywhere via a computer or mobile device.