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The New Tamarac Platform

Session Speakers
Session Description

Why Attend
Learn how Tamarac’s completely redesigned RIA platform can help you automate more of your day-to-day business, differentiate your firm and help you better engage your clients through mobile technology, superior data quality, powerful client portal, and more.

Session Details
Tamarac is launching a completely redesigned portfolio and client management platform with deeper integrations, more capabilities, and broader workflow automation. In this session, we’ll take a deep dive into the brand new Tamarac solution for RIAs. See Tamarac’s new prospecting, proposal, and onboarding functionality firsthand, as well as the all-new user interface that combines their award-winning portfolio management and rebalancing software into a single application.

Seating for this session is at capacity, however standing room is still available.

Additional Information
Not Available
Showcase Stage Presentation
30m
Session Schedule