A new custom view called All Activities is now included. This view allows the advisors to see all communications with a client or household (activities, notes, documents, etc.) consolidated in a single view. The new version also allows the advisor to take data points that are available in other Tamarac Advisor applications and expose them in Advisor CRM so you don't have to toggle between apps to see the data you need. Data can also be pulled from ByAllAccounts. In addition, Tamarac has deepened their integration with MoneyGuidePro. Previously, you could only send data from CRM to MoneyGuidePro one account at a time. Now, you can perform a batch upload to MoneyGuidePro.

Many other operations that previously required the advisor to switch applications can now be initiated from right within the CRM application. For example, you launch a rebalancing through the CRM or you can run a performance report from within the CRM.

In some cases, the CRM system can create a client record for you automatically. For example, if you upload a new client account from your custodian to the rebalancing program, it will automatically create a client record for you in the CRM if one does not already exist.

Summary
Advisor X is a comprehensive platform, so we cannot discuss every feature in detail, however we do think we've touched upon most of the major ones. If you are a mid- to large-sized firm looking for an integrated solution, Tamarac Advisor X is worth considering.

First « 1 2 3 » Next