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Tamarac Consulting Days

In addition to our online self-paced training, Tamarac users can take advantage of our Tamarac Consulting Days for an in-person training experience. In this limited group format, attendees have the option of a one or two day consulting package where they will work closely with our consultants to further customize their Tamarac Reporting and/or Tamarac Trading applications to better meet their firm’s business processes.
System Customization Work alongside your consultant to tailor Tamarac to the unique needs of your business
Socializing Learn from the interactions you have with other advisors going through the same process
Improve Workflows Discover how to improve existing workflows and take the Tamarac platform to the next level

Upcoming Consulting Days

Check back soon. More Tamarac Consulting Days are coming.

Tamarac Consulting Day Cost

$750

*Includes one consulting day for up to two registered attendees/firm

Agenda


8:00am – 8:30am
Registration/Breakfast
8:30am – 10:00am
Consulting
10:00am – 10:15am
Break
10:15am – Noon
Consulting
Noon – 1:00pm
Lunch
1:00pm – 2:00pm
Consulting
2:00pm – 2:15pm
Break
2:15pm- 4:00pm
Consulting
4:00pm
Consulting Day Concludes
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