Join Tamarac's brain-trust and respected peers from around the country for our fourth annual User Conference. Learn how to transform your firm into a highly efficient organization with superior portfolio management by maximizing the value you get from our integrated technology.
The 2010 conference agenda delivers basic and advanced training across our ever expanding Advisor® software suite and outsourced services.
This year's conference includes:
- Four separate tracks with over 30 basic and advanced training sessions.
- Detailed overview of the main enhancements made to Advisor Rebalancing over the last year.
- 2011 product roadmap interactive session - help us shape your technology.
- Advanced preview of the new Advisor X (releasing 10.10.10), the next generation in integrated portfolio management.
- Open Q&A with Tamarac executives and Senior Consultants.
- Networking with best-managed firms from across the country.
- CE credits.
Whether you're a new or experienced user, principal or portfolio manager, the two days you spend with us will enable you to drive new levels of efficiency, customer service and profitability into your firm.
What's in Advisor X?
- N-Tier models: Manage and automate more complex model portfolios using our N-Tier modeling functionality. This new functionality allows models to be constructed using an unlimited number of tiers, providing a greater level of granularity across specific asset classes.
- Trade order management system (FIX trading): Execute ETF and equity trades directly from our rebalancing and trading system.
- On-demand performance reporting: Run any number of aggregate or account-specific performance reports on the fly in our new web-based dynamic interface - branded with your company's logo. Enable your clients to login directly from your website to view their performance reports - available on-demand or as a PDF report.
Seattle's Premier Waterfront Conference Facilities
With the increase in popularity of this event over the course of the last three years, we're upgraded to Seattle's premier waterfront facilities, Bell Harbor Conference Center, located in Seattle's downtown waterfront. Hotel accommodations are directly across the street at the Seattle Marriot Waterfront and come with a special room rate of $169/night. Book now through our conference website.
If you have any questions, please contact Ashley Dahl at adahl@tamaracinc.com or 206-428-4658
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