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.

Upcoming Dates

• October 22 - 24, 2012 - Seattle, WA
• December 3 - 5, 2012 - Seattle, WA

*New clients going through implementation have the option for two additional consulting days.

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.

Upcoming Dates

• October 22 - 24, 2012 - Seattle, WA
• December 3 - 5, 2012 - Seattle, WA
• January 7 - 9, 2013 - Seattle, WA

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

• October 22 - 24, 2012 - Seattle, WA
• December 3 - 5, 2012 - Seattle, WA

Register

If you are a new or existing Tamarac client and would like to attend a Tamarac University, Email Account Management to register.