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Tamarac CRM from Tamarac (Envestnet)
CRM built on Microsoft Dynamics 365, customized for wealth management with client household structures, investment account tracking, financial planning data integration, document management, and compliance support. Integrates seamlessly with Tamarac's portfolio management and client portal solutions.
More about Tamarac (Envestnet)
Product analysis by function
Client Relationship Management (CRM) Systems for Wealth Management
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
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Client Data Management
(10 Yes /10 Known /12 Possible features)
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Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email. |
Microsoft Dynamics 365 core CRM includes robust contact data storage and management. Tamarac customization supports tracking client household and account details. | |
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Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.). |
Document management is a listed Tamarac CRM capability, including upload and retrieval for compliance and planning. | |
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Custom Data Fields Add and configure custom fields for unique client data relevant to advisory practices. |
Dynamics 365 platform and Tamarac enhancements allow for custom fields per firm/practice. | |
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Data Validation Automated checks to ensure accuracy and completeness of client data. |
Data validation is standard in Dynamics 365 for ensuring field completion and accuracy. | |
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Client Segmentation Tag and segment clients based on demographic, behavioral, or portfolio criteria. |
Client segmentation/tagging explicitly supported (e.g., by client household, portfolio, demographics). | |
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Bulk Data Import/Export Import/export client data in bulk with standardized formats (e.g., CSV). |
Bulk data import/export is a standard Dynamics and wealth CRM feature (e.g., via CSV or templates). | |
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Data Encryption Secure encryption of client data both at rest and in transit. |
Microsoft Dynamics and Tamarac enforce encryption in transit and at rest per industry standards. | |
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Duplicate Detection Automatic identification and handling of duplicate client records. |
Duplicate detection is built into Dynamics 365 and can be further customized for wealth clients by Tamarac. | |
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Timestamped Records Automatic recording of when client data is added or modified. |
All records in Dynamics 365 have date/time creation and modification stamps. | |
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Record Capacity The maximum number of client records the CRM can manage efficiently. |
No information available | |
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Data Retention Policies Customizable rules for data retention and deletion based on regulations. |
Retention policies can be configured using Dynamics 365 data configuration and Tamarac governance features. | |
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Data Backup Frequency How often client data is backed up. |
No information available |
Compliance & Security
(7 Yes /7 Known /11 Possible features)
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Audit Trail Maintain a timestamped log of system and user actions for all client records. |
Audit trail capabilities are core to Dynamics 365, and Tamarac adds compliance-layer visibility. | |
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Role-based Access Control Granular user permissions based on staff roles to restrict sensitive information access. |
Role-based access control is standard for user/security management in Dynamics 365 and supported by Tamarac. | |
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Two-Factor Authentication System supports 2FA for user login to enhance security. |
Two-factor authentication supported via Microsoft cloud services integration. | |
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GDPR/CCPA Compliance Features to support compliance with global data privacy regulations. |
Microsoft and Tamarac support configurable GDPR and CCPA compliance features (data subject requests, consent tracking). | |
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Automated Regulatory Reports Automated generation of regulatory compliance reports. |
Custom and automated regulatory reporting available through reporting modules and integrations. | |
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KYC/AML Integration Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML). |
Tamarac CRM integrates KYC/AML solutions as part of compliance support. | |
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Access Log Retention Length of time access logs are stored. |
No information available | |
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Encryption Standards Implementation of industry-standard encryption (e.g., AES-256). |
Encryption standards such as AES-256 are followed by Microsoft Azure/Dynamics, and thus by Tamarac CRM. | |
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Data Masking Sensitive information is masked from non-authorized users. |
. | No information available |
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User Session Timeout Automatic logout after a period of inactivity. |
. | No information available |
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IP Whitelisting Restrict platform access to specified IP addresses. |
. | No information available |
Workflow Automation & Task Management
(0 Yes /0 Known /11 Possible features)
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Automated Task Assignment Automatically assign tasks to appropriate team members based on workflow rules. |
. | No information available |
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Task Templates Predefined templates for common processes (onboarding, reviews, etc.). |
. | No information available |
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Reminders and Alerts Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines. |
. | No information available |
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Approval Workflows Built-in workflows for approval processes (e.g., compliance checks). |
. | No information available |
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Calendar Integration Synch tasks and appointments with calendars (e.g., Outlook, Google). |
. | No information available |
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Workflow Customization Users can define custom workflows suitable for specific advisory business processes. |
. | No information available |
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Task Tracking Track task progress, completion, and assignment status in real-time. |
. | No information available |
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Task Notification Methods Multiple notification channels supported (email, SMS, in-app). |
. | No information available |
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Concurrent Task Capacity Maximum number of simultaneous tasks the system can manage efficiently. |
. | No information available |
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Recurring Tasks Support for scheduling automatic recurring tasks. |
. | No information available |
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Delegation Capabilities Ability to delegate tasks to other users, with notification and tracking. |
. | No information available |
Communication & Engagement
(0 Yes /0 Known /11 Possible features)
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Email Integration Send and receive client emails from within the CRM. |
. | No information available |
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SMS Messaging Ability to send SMS notifications and messages to clients. |
. | No information available |
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Call Logging Record call notes and attach to client records. |
. | No information available |
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Meeting Scheduling Integrated tools to schedule meetings and send calendar invites. |
. | No information available |
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Marketing Automation Create and automate personalized email and marketing campaigns. |
. | No information available |
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Document E-signature Facilitate secure electronic document signing within the platform. |
. | No information available |
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Engagement Analytics Track and report on all client interactions to analyze engagement. |
. | No information available |
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Mass Communication Capacity Maximum number of contacts reachable in a single mass communication (e.g., newsletter). |
. | No information available |
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Communication Archiving Retention and searchability of all historical communications. |
. | No information available |
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Multi-Channel Support Support for omnichannel communications (email, phone, chat, etc.). |
. | No information available |
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Communication Templates Pre-defined and customizable templates for rapid communication. |
. | No information available |
Reporting & Analytics
(0 Yes /0 Known /10 Possible features)
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Customizable Dashboard Configurable dashboards that display key data and KPIs. |
. | No information available |
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Report Builder Interactive tools to design, customize, and generate reports. |
. | No information available |
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Pre-built Report Library Access to a repository of standard financial/advisory reports. |
. | No information available |
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Visual Analytics Charts, graphs, and data visualization tools for insights. |
. | No information available |
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Export Reports Export report data to PDF, Excel, CSV, etc. |
. | No information available |
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Automated Report Scheduling Automatic generation and delivery of reports at set intervals. |
. | No information available |
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Real-Time Data Updates Reports are refreshed with live data. |
. | No information available |
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Drill-down Analysis Ability to drill down from summary to detailed views in reports. |
. | No information available |
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Custom Metric Tracking Track and analyze key metrics unique to the advisory firm. |
. | No information available |
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Report Retention Period How long generated reports are stored and accessible. |
. | No information available |
Integration & API
(3 Yes /3 Known /10 Possible features)
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Portfolio Management System Integration Direct integration with third-party portfolio management tools. |
CRM natively integrates with Tamarac's portfolio management platform; explicit joint marketing and technical documentation exist. | |
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Email/Calendar Integration Synchronize with major email and calendar providers. |
Synchronization with Outlook and other email/calendar providers is standard with Dynamics 365. | |
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APIs for Customization Robust APIs for custom integrations with internal or third-party tools. |
Robust API support for customization and third-party integration is core to Dynamics 365 and Tamarac CRM deployments. | |
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Webhooks Support Support for webhooks to react to real-time data and events. |
. | No information available |
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Data Import/Export APIs APIs for bulk data migration in/out of the CRM. |
. | No information available |
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Zapier/IFTTT Integration Integration with automation services like Zapier or IFTTT. |
. | No information available |
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Open Banking Integration Support for connecting transaction data via Open Banking APIs. |
. | No information available |
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e-Signature Integration Pre-built integrations with digital signature platforms. |
. | No information available |
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Integration Capacity Number of simultaneous third-party integrations supported. |
. | No information available |
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Integration Setup Time Average setup time for connecting a new integration. |
. | No information available |
Onboarding & Client Portal
(9 Yes /9 Known /10 Possible features)
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Digital Onboarding Workflow Step-by-step guided onboarding process for new clients. |
Digital client onboarding workflow is a highlighted Tamarac CRM/portal capability. | |
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Online Form Support Create, share, and process digital forms for profile completion and KYC. |
Online forms for KYC, onboarding, and service requests are supported through the portal and CRM workflows. | |
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Client Portal Access Secure online portal for clients to access portfolios, documents, and communication. |
Secure client portal is core to the Tamarac ecosystem; facilitates access to documents, communications, and portfolios. | |
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Real-Time Application Status Tracking Clients can view onboarding progress and outstanding items. |
Clients can track status of forms and onboarding via portal in real time; demonstrated in product overviews. | |
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Portal Customization Ability to brand and customize the client portal experience. |
Client portal can be branded and offers customization options for users and firms. | |
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Client Self-Service Features Clients can update contact info, upload documents, and schedule meetings via portal. |
Portal self-service covers contact updates, document uploads, and scheduling. | |
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E-signature Within Portal Clients can sign and submit required forms digitally through the portal. |
Clients sign documents digitally via portal; integration with e-signature included. | |
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Portal Login Methods Supports multi-factor and/or social login to the portal. |
MFA and other login methods are supported for secure client portal access. | |
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Portal User Capacity Maximum number of concurrent client portal users. |
No information available | |
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Multilingual Support Portal available in multiple languages. |
Multiple language support is available depending on Dynamics 365 configuration and Tamarac customizations. |
Mobile & Accessibility
(5 Yes /5 Known /10 Possible features)
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Mobile App Availability Dedicated mobile apps for iOS and Android devices. |
Dedicated mobile apps for Dynamics 365 are available (iOS/Android); Tamarac provides portal access via mobile as well. | |
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Responsive Web Design Access CRM via mobile browsers with adaptive layouts. |
CRM and portal are available via responsive web design on all mobile devices. | |
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Push Notifications Send real-time push notifications to mobile devices. |
Push notifications managed via mobile app integrations and portal notifications. | |
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Offline Access Some CRM functions are available without an internet connection. |
No information available | |
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Screen Reader Compatibility Platform supports screen readers and accessibility tools. |
Microsoft Dynamics 365 is compatible with leading accessibility tools including screen readers. | |
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Mobile Feature Parity Extent to which mobile features match desktop features. |
No information available | |
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Device Support Number of device operating systems/browsers supported. |
No information available | |
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Accessibility Compliance Level Degree of adherence to accessibility standards (e.g., WCAG 2.1 level). |
Compliance to accessibility standards (e.g., WCAG) is part of Dynamics 365 platform design. | |
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Gesture Support Supports touch, swipe, and gesture-based controls on mobile. |
. | No information available |
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Mobile App Store Ratings Average user rating on major app stores. |
. | No information available |
Performance & Scalability
(0 Yes /0 Known /10 Possible features)
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Average Response Time Typical time for system to respond to user actions. |
. | No information available |
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Uptime Guarantee Percentage of annual uptime guaranteed by SLA. |
. | No information available |
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Concurrent User Support Number of users who can simultaneously interact with the system without performance loss. |
. | No information available |
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Data Throughput Amount of data processed per second. |
. | No information available |
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Database Scaling Support for scaling databases vertically or horizontally. |
. | No information available |
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Performance Monitoring Tools Tools to monitor, alert, and diagnose performance issues. |
. | No information available |
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Latency under Load System latency when processing maximum intended workload. |
. | No information available |
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Geo-Distributed Hosting Option for geographically distributed server infrastructure. |
. | No information available |
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Load Balancer Support Built-in load balancer or compatibility with external solutions. |
. | No information available |
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Maximum Scalability Limit Estimated maximum users and records supported without significant redesign. |
. | No information available |
User Experience & Customization
(2 Yes /2 Known /10 Possible features)
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Drag-and-Drop Interface User interface supports intuitive drag-and-drop for organizing information. |
. | No information available |
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Custom Dashboard Widgets Users can create and configure their dashboard widgets. |
. | No information available |
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White Labeling Custom branding for both internal and client-facing modules. |
Firm-level branding and client-specific customizations available for the user interface. | |
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Training & Onboarding Resources Availability of guides, tutorials, and training sessions for users. |
. | No information available |
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Multiple Language Support User interface is available in several languages. |
Multi-language UI support is native to Dynamics 365, optionally enabled by Tamarac. | |
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Accessibility Settings Adjustable settings for color contrast, text size, and other accessibility needs. |
. | No information available |
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Theme Customization Choose or define custom color schemes and layouts. |
. | No information available |
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Favorites & Shortcuts Users can create their own navigation shortcuts and favorite features. |
. | No information available |
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User Feedback Mechanism Built-in channels for users to provide feedback or request improvements. |
. | No information available |
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User Training Time Average time required to train new users to proficiency. |
. | No information available |
Support & Vendor Reliability
(3 Yes /3 Known /10 Possible features)
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24/7 Technical Support Access to technical support at all times. |
Envestnet Tamarac provides 24/7 technical support for enterprise customers. | |
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Dedicated Account Manager Assignment of a specific support contact for each customer. |
. | No information available |
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Knowledge Base Access Comprehensive, searchable documentation and FAQs. |
Knowledge base and help resources available for Tamarac through online documentation and support portal. | |
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Service Level Agreement (SLA) Guaranteed response and resolution times as per SLA. |
. | No information available |
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Product Roadmap Visibility Customers can view future product development plans. |
Envestnet Tamarac regularly publishes product roadmaps to clients. | |
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Community Forum Peer-to-peer user community for advice and best practices. |
. | No information available |
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Onboarding Assistance Hands-on help during implementation and data migration. |
. | No information available |
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System Status Dashboard Real-time system health and incident reporting. |
. | No information available |
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Multi-language Support Center Support assistance is available in different languages. |
. | No information available |
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Average Support Response Time Typical time to first response from support. |
. | No information available |
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