Onboarding, Training, and Ongoing Support
Tamarac customer support is the best in the business. Highly trained and professional, our support team won't be satisfied until your problem is solved or your question is answered. All of our customer support teams have strong backgrounds in finance and extensive training on all Tamarac products.
You can get answers to your questions by phone, e-mail, or online at our Support & Training Center. The Tamarac Support & Training Center combines our extensive Help Centers for each product with training from Tamarac University in an easy-to-use interface. Find answers to commonly asked questions, watch videos from our comprehensive library of training videos, search our online knowledge base, and more.
Proven Onboarding Process
Replacing manual processes with software automation represents a significant process change for any firm, and it offers opportunities for greater portfolio management efficiency by leveraging best practices learned from supporting thousands of advisors.
As a client of Tamarac, you will embark on a proven and streamlined implementation process with the support of a highly experienced team that works with you every step of the way. Our team of consultants take the time to fully understand your portfolio and client management process, guides you through setup, and offers best practices along the way.
When it comes to training, we don’t believe it’s enough for our customers to simply know how to use our software. We understand the degree of change management that occurs when implementing new technology and that with it comes opportunities to follow the best practices of those who have gone before you. Whether it’s increasing productivity, creating automated workflows, or designing a complex PDF template, we want the process to be rewarding and the end result meaningful.
Our implementation process starts the moment you partner with Tamarac and begin down our technology-driven, self-paced training path. Our interactive courses lead you systematically through the Tamarac platform, from running billing workflows to setting up new accounts and securities—complete with online quizzes, video tutorials, and interactive activities that can be tailored to each role in your firm. Once your implementation begins, your dedicated implementation consultant will be standing by to guide you through the training and answer your questions.
After you’ve completed the self-paced training, you’ll attend our proven Tamarac University consulting days that are typically hosted monthly near our Seattle, WA or Raleigh, NC offices. During these days, you’ll work with your consultant to tailor the platform to your business. By attending, you will benefit from best practices and guidance provided by your implementation consultant, Tamarac’s thought leadership, and from the interactions you’ll have with other advisors going through the same process.
The Advisor Summit is your opportunity to join hundreds of advisors from around the country to learn best practices on the Tamarac platform from Tamarac product experts.
This three-day event includes advanced learning sessions specifically tailored for Tamarac users - providing you and your staff with a unique opportunity to gain a deeper understanding of how to leverage our technology and scale your practice more profitably.
Support Hours: 5:30 A.M. to 4:30 P.M. Pacific Time
* Standard hourly support rate: $95