Combine the Power of Tamarac's RIA Platform With Salesforce to Engage Investors
Combine the Power of Tamarac's RIA Platform With Salesforce to Engage Investors
Join us to learn why independent RIAs managing over $1B in assets use Tamarac's award-winning portfolio and client engagement platform - accessible with the Tamarac App on the Salesforce AppExchange. Combining Tamarac with Salesforce delivers: Simplified Client Onboarding, Enhanced Data Quality, Customizable Integration Settings, Lightning Ready for Sales, and Financial Services Clouds.