Tamarac Integrations

Utilizing the data that's spread across your organization shouldn't be so difficult! With Zuar Runner you can automate the flow of data from hundreds of potential sources into a single destination. Collect, transform, model, warehouse, report, monitor and distribute: it's all managed by Zuar Runner. Pull data from Amazon/AWS products, Google products, Microsoft products, Avionte, Backblaze, BioTrackTHC, Box, Centro, Citrix, Coupa, DigitalOcean, Dropbox, CSV, Eventbrite, Facebook Ads, FTP, Firebase, Fullstory, GitHub, Hadoop, Hubic, Hubspot, IMAP, Jenzabar, Jira, JSON, Koofr, LeafLogix, Mailchimp, MariaDB, Marketo, MEGA, Metrc, OneDrive, MongoDB, MySQL, Netsuite, OpenDrive, Oracle, Paycom, pCloud, Pipedrive, PostgreSQL, put.io, Quickbooks, RingCentral, Salesforce, Seafile, Shopify, Skybox, Snowflake, Sugar CRM, SugarSync, Tableau, Tamarac, Tardigrade, Treez, Wurk, XML Tables, Yandex Disk, Zendesk, Zoho, and more!

ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.

Saastech.io is a SAAS technology which provides: - A well-improved dashboard for monitoring and managing your cleaning business. - The dashboard which ensures you to supervise your personnel and online / offline orders. You can also follow up your KPI numbers in detailed statistic module. - Applications with GPS tracking technology (IOS & ANDROID) for your drivers and housemaids . - Applications (iOS & Android) for your customer's reservations. To sum up, Saastech is all-in-one technology for managing a cleaning business. Saastech.io has already been available in Turkey, Cyprus, Azerbaijan, Ukraine, Saudi Arabia, Qatar, UAE, Kuwait, Bahrain, Israel, Oman and we continue to expand our service area.

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front.