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Wealthbox is the most modern CRM in the market, offering advisors with intuitive “sign up and go” simplicity to get started with ease. Try it now.
Founded back in 2000, Tamarac is a provider of portfolio management, reporting, and client portal software solutions for Registered Investment Advisors (RIAs) and wealth managers.
We’re frequently asked why financial planners are switching from Tamarac CRM to Wealthbox. Here are the top reasons.
Simple Setup
Low Switching Cost
Better Email Integration
Designed for Advisors
Comparable Features
Intuitive and Time-Saving
No Training Required
Friendly, Responsive Support
Better Collaboration
An Open API
Better Mobile Apps
Better Price
We could talk more about the differences between Wealthbox and Tamarac CRM, but we’ll let the users speak for themselves. As you’ll see, Wealthbox is the winner.
Capterra Reviews
Ease of Use
Value for Money
G2 Reviews
Ease of use
Meets requirements
Capterra Reviews
Ease of Use
Value for Money
G2 Reviews
Ease of use
Meets requirements
All ratings are as of May 2023
Trusted by premier advisory firms
Catherine Chaney Bowman
DMK Advisor Group
Charesse Spiller
Fintech Consultant at Level Best