Tamarac University

When it comes to software training, no other technology company approaches the level of training and educational resources that Tamarac offers. We don't believe it's enough for our customers to simply know how to use our software. We want our customers to get the most out of the powerful features that Advisor Xi offers. Whether it's increasing productivity, creating automated workflows, or designing a complex model, we want the process to be effortless.

That's why Tamarac offers the industry's most extensive training resources. Whether you're a new customer or have hired new employees that require training, Tamarac has the resources you need in the formats you prefer.

Proven Implementation

Replacing manual processes with software automation represents a significant process change for any firm, and it offers opportunities for greater portfolio management efficiency that simply aren't possible with manual processes.

As a client of Tamarac, you will embark on a proven and streamlined implementation process with the support of a highly experienced team that works with you every step of the way. Our implementation team takes the time to fully understand your portfolio management process, guides you through the change management process, and offers best practices along the way.

Monthly In-Person Training

Your team is your most valuable asset. By investing in training your staff on Tamarac products, you can maximize the value of your Tamarac technology investment, mitigate risk of potential errors, and reach new levels of productivity.

Tamarac University classroom training is a two-day training in Seattle, WA and covers in depth training on Advisor Rebalancing. The Advisor Rebalancing training is followed by two days of one-on-one consulting with your implementation team.

Students that attend Tamarac University training for Advisor Rebalancing will learn how to:

• Create basic and advanced models
• Set up asset location priorities, allocation preferences, and allocation strategies
• Rebalance thousands of accounts and households in minutes
• Use cash management features to maintain proper cash reserves for each client
• Automate different loss harvesting strategies at the individual security level or across the entire account
• Execute directed trades
• Building custom reports that highlight key model and rebalancing data
• And more