Tamarac Power Lunch

Take Your Client Engagement to the Next Level

Join us for an in-person demonstration of the next-generation RIA platform from Tamarac. During our brief time together, we’ll show you first hand the latest in integrated RIA technology and how you can leverage Tamarac to better engage your clients and demonstrate the value you provide.

About

Whether or not you’re in the market for upgrading an aspect of your portfolio management, reporting, rebalancing, client portal or CRM software, this is an excellent opportunity to learn about cutting edge technology and what your upgrade options are for your firm.

Agenda

10:00 A.M. – 11:30 A.M. || New Tamarac Platform Demo
11:30 A.M. – 12:00 P.M. || Q&A
12:00 P.M. – 1:00 P.M. || Lunch

We will cover

Tamarac Trading Industry-leading portfolio rebalancing and trading application

Tamarac CRM Highly integrated client relationship management application for independent RIAs built on Microsoft Dynamics CRM

Tamarac Reporting Dynamic performance reporting, fee billing, and customer portal application, supported by outsourced portfolio management services

Third-party integrations Documentation management, financial planning, account aggregation, Salesforc, Schwab Intelligent Integration, TD Ameritrade Veo, Fidelity WealthCentral, Pershing NetX 360, and more!