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Tamarac Power Lunch

Take Your Client Engagement to the Next Level

Join us as we take a look at how Tamarac’s integrated RIA platform, Advisor Xi can take your client engagement to the next level. See first hand how Advisor Xi combines powerful portfolio management, rebalancing, performance reporting, CRM, and the industry leading client portal all into an integrated web-based solution.

About

If you're considering a technology investment, choose a technology partner that can support your firm every step of the way. Tamarac is that partner.

Agenda

10:00 A.M. – 11:30 A.M. || Advisor Xi Overview
11:30 A.M. – 12:00 P.M. || Live Client 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, Schwab Intelligent Integration, TD Ameritrade Veo and soon, Fidelity WealthCentral and Pershing NetX 360

Locations

Tuesday, November 7, 2017
Washington, DC
Washington Court Hotel
525 New Jersey Avenue NW
Washington, DC 20001

202.628.2100
Thursday, November 9, 2017
Houston, TX
The Westin Oaks Houston at the Galleria
5011 Westheimer at Post Oak
Houston, TX 77056

713.960.8100

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