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.

When it comes to training, we don't believe it's enough for our customers to simply know how to use our software. We understand the degree of change management that occurs when implementing new technology and with it comes opportunities to follow the best practices of those that have gone before you. Whether it's increasing productivity, creating automated workflows, or designing a complex model, we want the process to be rewarding and the end result meaningful.

Tamarac University courses occur monthly and trains your staff in the application using your own data. At any time, your firm can send new and existing staff to any Tamarac University. All Tamarac University content is also available online in our online Support & Training Center.

Advisor Rebalancing

Working with Tamarac's implementation consultants you'll define your business processes using Advisor Rebalancing in our hands on, two-day training. Tamarac University will give you the skills to create basic and advanced models, rebalance your accounts and households in minutes, execute directed trades, and more.

Advisor View

Tamarac University offers a two-day hands-on curriculum on our Advisor View application. During this training you'll learn how to build performance reports, customize your dashboards, configure your client portal, and more.

Advisor CRM

Tamarac University offers a two-day hands-on curriculum on our Advisor CRM application. During this training you'll learn how to improve your overall customer experience, boost sales, and increase the impact of your marketing activities.

Upcoming Dates

Location	Dates	Products
Seattle, WA	Monday, May 20 - 21	Advisor CRM Advisor Rebalancing Advisor View