Envestnet | Tamarac announced in mid-August that the Tamarac app is now available on the Salesforce AppExchange, an app marketplace designed for businesses to help them connect with their customers.
Salesforce AppExchange features 3,500 partner apps with over 4 million customers.
The Tamarac app available on the exchange will help advisors integrate client, household and account data from its portfolio management software. Advisors who use Salesforce as their CRM will be able to pull data directly from Tamarac to create new clients and households, and populate customized fields in Salesforce.
“Advisors can lose hours of productivity if their CRM and portfolio reporting applications are not in sync, exponentially increasing the time it takes to enter data between systems and servicing their clients,” Stuart DePina, president of Envestnet | Tamarac, said in a statement. “With this new integration, we’re providing advisors with more choices regarding their CRM platform, while streamlining their regular workflows and enabling them to provide a higher level of service to their investor clients.”