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Tamarac University

Your team is your most valuable asset. By investing in training your staff on Tamarac products, you can maximize the value of your Tamarac technology investment, mitigate risk of potential errors, and reach new levels of productivity.
In-person training Gain a comprehensive understanding of how to use the Tamarac Platform through our in-person training
Socializing Learn from the interactions you have with other advisors going through the same process
Online Training Gain a comprehensive understanding of how to use the Tamarac Platform through our self-paced, interactive online training

About Tamarac University

Tamarac University offers a 2-day classroom style curriculum that is typically hosted in Seattle, WA. During the training, you benefit from best practices and guidance provided by Tamarac's experienced Implementation Consultants, and from the interactions you have with other advisors going through the same process.

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 model, we want the process to be rewarding and the end result meaningful.

Tamarac University courses occur monthly and train your staff in the application using your own data. At any time, your firm can send new and existing staff to any Tamarac University. All Tamarac University content is also available online in our online Support & Training Center.
Tamarac Trading You'll get the skills to create basic and advanced models, rebalance your accounts and households in minutes, execute directed trades, and more
Tamarac Reporting You'll learn how to build performance reports, customize your dashboards, configure your client portal, and more
Tamarac CRM You'll learn how to improve your overall customer experience, boost sales, and increase the impact of your marketing activities

Tamarac University Online

If you prefer to get up to speed on Tamarac products at your own pace, advisors can take advantage of the online training option. With online training, you gain access to all the same content and resources as those attending classroom sessions in person – complete with online quizzes and interactive videos. These online lessons are a great way for new users to get complete product training or for experienced users to refresh their knowledge of any part of the curriculum.
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