Built for wealth managers offering private markets to clients
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
The reality for wealth managers — and where it breaks
As private markets allocations grow, wealth managers face increasing operational and reporting pressure.
In practice:
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GP data arrives in inconsistent formats across managers and funds
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Portfolio data must be consolidated manually for client reporting
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Reporting cycles are slow, fragile, and difficult to scale
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Operational effort grows faster than assets under management
The challenge isn’t access to private markets — it’s supporting them reliably and at scale.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
How Tamarix supports wealth managers
Tamarix provides a single operating system that simplifies private markets operations while improving the quality and consistency of client-facing outputs.
Centralized data management
All GP documents and data are collected, structured, and validated in one system, eliminating manual consolidation across tools and spreadsheets.
Reliable, scalable reporting
Client, advisor, and internal reports are generated directly from live, validated data — reducing errors and preparation time as portfolios grow.
Continuous portfolio visibility
Exposures, valuations, cash flows, and performance are kept current, enabling teams to respond confidently to client questions without waiting for quarterly updates.
What this delivers for wealth managers
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Improved client experience through consistent, timely reporting
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Fewer operational errors from manual data handling
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Scalable private markets offerings without proportional increases in operational effort
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Greater confidence in the data underlying client communications
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
What our clients say
“We can offer private markets to clients with confidence — without the operational drag.”
“We evaluate opportunities faster — and with more confidence — because the data is already structured and current.”
“We evaluate opportunities faster — and with more confidence — because the data is already structured and current.”
“We evaluate opportunities faster — and with more confidence — because the data is already structured and current.”
Heading 1
with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
One operating system — supporting growth
Tamarix gives wealth managers a reliable foundation for private markets data and reporting — enabling them to scale offerings while maintaining accuracy and trust.
Heading 1
with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
