Events
Events


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:
  • Advisor Rebalancing: Industry-leading portfolio rebalancing and trading application
  • Advisor View: Dynamic performance reporting, fee billing, and customer portal application, supported by outsourced portfolio management services
  • Advisor CRM: Highly integrated client relationship management application for independent RIAs built on Microsoft Dynamics® CRM
  • Third-party integrations: Documentation management, financial planning, account aggregation, Schwab Intelligent Integration™, TD Ameritrade Veo® and soon, Fidelity WealthCentral® and Pershing NetX 360®



Locations
Thursday, October 12, 2017
Portland, OR
The Nines Hotel
525 SW Morrison
Portland, OR 97204
877-229-9995
Thursday, October 19, 2017
Boston, MA
Loews Boston Hotel
154 Berkeley St
Boston, MA 02116
617-266-7200




Register

Thank you

Thank you for you for your interest in a power lunch. A Tamarac Representative will be in touch with you shortly.
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
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