|
|
| |
Tamarac University
Tamarac Advisor Training - Seattle, WA
At Tamarac, we pride ourselves on our ability to provide a successful and positive software implementation and ongoing training for every client. You will benefit from the best practices we've learned from working with hundreds of firms to identify areas of their back-office that can be improved through the automation our software delivers.
Tamarac University provides for an accelerated implementation period by delivering an intensive three day curriculum followed by an optional two days of one-on-one consulting time with your dedicated Implementation Team. Training is delivered by Tamarac's Senior Consultants and support staff members and includes other users from new and existing client firms of Tamarac. Tamarac University is hosted in Seattle, WA at the Columbia Tower Club - near our corporate headquarters.
Tamarac University's group setting allows you to interact with other firms that share similar money management styles and systems, giving you access to best practices from respected peers in the industry.
Benefits of Tamarac University:
- Fast implementation time (less than 60 days)
- Focused training effort with no distractions
- Personal training and consulting from many experienced Tamarac staff
- Cross-learning of best-practices from other client firms
- Hands on training in your Tamarac Enterprise
- Cost effective
To ensure your success, you will receive a dedicated Implementation Team, comprised of a Senior Consultant, Implementation Consultant and an Account Manager, who will walk you through every step and provide counsel along the way.
Tamarac University Schedule
Week 1
- Welcome Email from Tamarac Sales Consultant
- Welcome Call with Implementation Team
- Follow-up Email outlining agreed upon success factors and data gathering requirements
- Online Training Center - Take first series of online training courses
Weeks 2 & 3
- Data gathering:
- Individual accounts
- Household accounts
- Account holdings
- Model portfolios
- Securities
- Security settings
- Fee schedules
Week 4
- Discovery Call with Implementation Team - review model portfolios and workflows
Week 5
| Tamarac University Training Agenda - Seattle, WA |
 |
| Day 1 |
Day 2 |
Day 3 |
Days 4/5 (optional) |
- Basic Daily Upload
- Security Mapping
- Basic Models
- Security Settings
- Advanced Models
|
- Basic Accounts
- Basic Rebalancing
- Family Setup
- Account Search
- Advanced Account
Setup
|
- Family Priorities
- Family Rebalancing
- Cash Management
- Directed Trades
- Tax Management
- Trade Approval
- Reports
- Rebalancing
|
Additional
one-on-one consulting.
- Finalize custom workflows
- Finalize enterprise settings
- Additional training
|
Weeks 6 - 8
- Complete account and model setup in Advisor
- Workflow integration
- Final testing
- Assisted Trading - You receive three Assisted Trading Calls during your three weeks of testing. Your Tamarac Implementation Team will walk you through the entire process of rebalancing and generating a trade file for your accounts.
The purpose of Tamarac University is to provide your firm with a cost effective implementation option with a condensed training schedule. Your staff can be trained on the main aspects of our system in as little as 30 days - enabling your firm to manage its client portfolios more efficiently, accurately and profitably.
To learn more and find out when the next available Tamarac University is, contact us at:
or 866.513.1620
For existing clients that would like to send new or existing users to Tamarac University, please contact your Tamarac Account Manager.
Watch testimonials from clients.
| |
|
