Tamarac
Overview
Read from, create, or update Tamarac financial records based on your form submissions.
What you need
Background
Tamarac is a comprehensive platform designed to assist financial advisors and investment managers in streamlining their operations. It provides tools for portfolio management, performance reporting, client relationship management, and compliance. Tamarac aims to enhance efficiency, improve client communications, and support investment decision-making by integrating various aspects of wealth management into a single system. Its focus is on helping firms deliver better service to their clients while optimizing their internal processes.
Benefits
Using Tamarac offers several benefits for wealth management firms and financial advisors:
- Integrated Platform: Tamarac combines various functions—portfolio management, reporting, and client relationship management—into one cohesive platform, reducing the need for multiple tools.
- Enhanced Efficiency: Automating processes helps firms save time on tasks like reporting and data entry, allowing advisors to focus more on client relationships and investment strategies.
- Customizable Reporting: The platform provides robust reporting capabilities, enabling advisors to create tailored reports that meet specific client needs and preferences.
- Real-time Data Access: Tamarac offers real-time portfolio data and analytics, allowing advisors to make informed decisions quickly.
- Improved Client Engagement: The platform includes tools for better communication and engagement with clients, helping to build stronger relationships and enhance client satisfaction.
- Scalability: Tamarac is designed to grow with firms, making it suitable for small practices as well as larger institutions.
- Compliance and Risk Management: The platform helps firms manage compliance requirements more effectively, reducing the risk of regulatory issues.
- Integration with Other Systems: Tamarac can integrate with various custodians and financial software, allowing for seamless data transfer and enhanced functionality.
These benefits collectively help wealth management firms operate more efficiently, serve clients better, and ultimately drive business growth.
How to set up
Navigate to the Feathery form that you want to connect to Tamarac. Click on the Integrations tab.
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Open the Tamarac integration and choose the Feathery form event to trigger the Tamarac action. Your options are when a step is loaded or submitted, a field value is changed, or the form runs into an error.
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Authorize and connect your Tamarac account.
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Choose which Tamarac financial records you'd like your Feathery fields to map to and whether they should be pulled, created, or updated.
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Click Connect. Your integration is now live and ready to go!
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What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
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