|
|
| |
Advisor 9
Integrated portfolio management platform
A powerful and integrated suite of core applications available to RIAs of all sizes
The largest contributor to an RIA’s inefficiency is that a significant amount of manual processes are
used throughout their operations. These manual processes consume an inordinate amount of time and
resources and are prone to error. Additionally, many back-office technologies are disparate and cause
inefficiencies in portfolio management processes due to redundant workflows and duplicate data entry.
While such constants as market volatility, client demands, research and compliance requirements
provide ongoing challenges, inefficiencies within an RIAs operations can be dramatically reduced by
replacing manual processes and inadequate systems with superior technology built on an integrated
platform.
The most efficient and profitable way to manage and grow your business
Tamarac Advisor® is a web-based portfolio management platform that integrates best-in-class
applications to deliver new levels of efficiency, profitability and quality of service.
Your staff will benefit from the "found time" they receive as a result of the automation introduced by
Tamarac Advisor, giving them more time to support revenue generating activities such as:
- Spending time with clients.
- Working with referrals.
- Making strategic investment decisions.
Tamarac has the unique perspective of consulting with thousands of advisors over the past nine years to
identify areas of their current back-office processes that can be improved and successfully transitioned
to a superior portfolio management process. Tamarac enables firms to service their clients more
effectively and provide a higher level of wealth management services.
| |
|
Schedule a personal demonstration today 
