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, August 24, 2017
Atlanta, GA
The Westin Buckhead Atlanta
3391 Peachtree Road NE
Atlanta, GA 30326
404.365.0065
Thursday, September 7, 2017
Cincinnati, OH
The Westin Cincinnati
21 East 5th Street
Cincinnati, OH 45202
513.621.7700
Tuesday, September 12, 2017
New York, NY
Sheraton New York Times Square
811, 7TH Avenue
New York, NY 10019
212.581.1000
Tuesday, September 19, 2017
Houston, TX
The Westin Galleria & Westin Oaks Houston
5060 West Alabama
Houston, Texas 77056
713.960.8100




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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