We are proud to announce the launch of our new client portal. Replacing the Vault, the Tamarac client portal provides an enhanced client experience. Some of the new features include:
- View household accounts and transactions online
- View and link external accounts including retirement accounts, mortgages, bank accounts, and credit cards
- Add other assets such as real estate, providing a snapshot of your net worth.
- Store and securely share documents with Soundmark via the Documents tab.
Easy Web Access
We’ve made it easier for clients to access the platform on our homepage. We’ve added a “Secure Portal” on our home page banner that will direct you to the client portal login page.
Mobile and Mac Computer Friendly
The software is optimized for mobile. We will be launching our own app in the coming months to improve the experience – stay tuned!
We Can Help
If you have any questions about the user experience or logging in, please contact our office. Creating a positive user experience is a top priority at Soundmark Wealth.