Join us for Tamarac’s 8th annual user conference

The 2014 Advisor Summit is your opportunity to join hundreds of advisors from around the country to learn best practices on the Advisor Xi platform from Tamarac product experts.
This three-day event includes advanced learning sessions specifically tailored for Tamarac users - providing you and your staff with a unique opportunity to gain a deeper understanding of how to leverage our technology and scale your practice more profitably.

With Advisor View, my firm is almost completely paperless. We send invoices, monthly and quarterly reports, and market updates to the customer portal with the click of a button. It has been a total game changer.
Tom Paulus, President
Weathervane Wealth Management