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Consulting
Let our consultants help your firm transition to automation based on best-practices gained through successfully implementing over 200 RIAs.
The process change of implementing a new core technology based on models in your firm can be a daunting prospect. We can help. Our team of consultants can be deployed on-site at your firm to walk your team through best-practices in bringing automation to your portfolio management processes.
We have the benefit of eight years of experience working with best-managed firms in replacing old processes with new technology and new ways of thinking. We can help you through the process of replacing a one-to-one model per account strategy to deploying fewer models across many accounts, or mass customization.
Our consultants will:
- Integrate your existing set of portfolio models and strategies into Tamarac's system
- Automate your trading without changing your management style
- Take you through a process that will help to further define your asset location priorities, asset preference and allocation strategies
- Develop portfolio monitoring workflows to increase your ability to capitalize on market changes
- Develop operational workflows to reduce trading errors and increase your ability to manage a growing business
- Develop workflows to transition existing model allocations to new goals defined by your investment committee
- Educate your staff in advanced functionality of Tamarac
The result: More time than you thought possible to spend with clients, referrals and building portfolios.
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