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Tamarac AdvisorServices™
Tamarac AdvisorServices (TAS) combines our best-in-class portfolio management technology platform with over 9 years of experience in streamlining back-office functions for thousands of advisors to deliver a premium outsource solution.
By handing off your regular back-office processes to AdvisorServices, you will experience dramatic time and resource savings that can be reapplied to revenue generating activities such as building client relationships and managing money.
- More time for your clients – especially in volatile markets.
- More time to spend on research and making strategic investment decisions.
- Consistent service to all your clients – Tamarac AdvisorServices can rebalance and trade across thousands of accounts simultaneously.
- Complete control and approval.
- Built in redundancy and disaster recover.
- No software installation or hardware investments.
- Access to client and portfolio information anytime from a secure web interface.
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