Contents

Introduction Getting Started

 

Introduction

The Wealthbox Integration provides an opportunity to increase your firm’s efficiency by displaying your Tamarac account details from your clients’ Contact Records within Wealthbox.

With this integration, you can access account details, holdings, billing information, and custom fields from Tamarac within the Wealthbox Contact Record. You’ll be able to access Tamarac and Wealthbox using single sign-on.

When using Wealthbox, you will have access to the following features:

• Personalize Client Accounts with Custom Fields. Use Custom Fields to tailor each client’s financial profile with unique identifiers.

• Positions. View and manage specific holdings within each account.

• Billing. View Billing for each account.

Getting Started

For more information, see How do I integrate my Wealthbox CRM account with Tamarac?