Expanded Integrations with Schwab (CRM)
Launch directly into Schwab Address Change Tool from Tamarac CRM
Keeping client addresses up to date is vital, but managing changes can be a hassle. Thankfully, Schwab’s Address Change tool makes updating addresses easy and paperless. Advisors can now access this tool directly from Tamarac CRM through a single sign-on (SSO) connection. This integration saves valuable time by enabling addresses to be quicky updated within existing workflows.
Expanded data integration for Schwab Digital Account Opening (DAO)
Last year, we introduced the Schwab Digital Account Opening (DAO) integration, which pushes existing Tamarac CRM contact information directly to Schwab to simplify the account opening process.
With this release, we’ve included the required citizenship and residency fields in the data sync to further reduce manual entry and help ensure data consistency.
Access MoneyGuidePro directly from Tamarac CRM
We recognize how vital financial planning tools are for advisors, which is why we’re focused on making them easy to access. With this release, users can seamlessly move from Tamarac CRM into MoneyGuidePro from any Account record using the new single sign-on access.
Elevate investment data analysis with Tamarac Report Builder
When clients asked for more customization and control over the PDF reporting process, we answered by creating the Tamarac Report Builder. This game-changing tool empowers advisors to:
- Combine holdings and performance data into one powerful table for unified reporting
- Easily add tables, charts, and other individual elements into a report with the drag-and-drop interface
- View client data view while configuring reports for a more accurate view of report content
- Supplement existing PDFs with new custom reports created through the Report Builder beta.
- Apply themes, add headers and footers, and configure column widths for precise reporting with enhanced PDF customization
Get a closer look at the Tamarac Report Builder with our on-demand webinar
Your success is our mission
From new Schwab integrations, to direct MoneyGuidePro access, to our intuitive Report Builder, each improvement we make is designed with the efficiency of your practice in mind. Our goal is to deliver the tools that help you elevate your client service, streamline your workload, and position your firm for growth in today's competitive landscape.
Visit www.envestnet.com/rias or email us at RIASales@envestnet.com to learn more. To explore the latest enhancements, visit the Support & Training Center for Tamarac CRM or Tamarac Reporting.
