Advisor CRM
In recent years, there has been the need for investment advisors to deliver unique client experiences. Advisor CRM enhances user experience and enables your staff to provide superior services. The web-based system allows you to access key account data because of the deep integration with Advisor View and Advisor Rebalancing. Through integrated applications, you can find the revenue numbers of existing clients, their investment strategy or available cash. Advisor CRM integrates functionality and data from all applications found in the Advisor Xi Suite. They include performance reporting, online client portal, portfolio accounting and portfolio rebalancing. The client-relationship management system integrates other functionalities such as electronic form submission, financial planning and document management. Tamarac consultants are ready to work with your organization to configure reports, client filters, dashboards and workflows to match operations at your premises. Through Advisor CRM, you are sure to get standard pre-packaged workflows that have been designed using operational best practices. After every 60 days, Tamarac uses meaningful features to enhance Advisor CRM.