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Webinars

Upcoming Webinars

Join us for one of our upcoming webinars
Tue, Nov 21, 2017 1PM-2PM PDT
Tamarac Salesforce App: Overview of Tamarac's Latest Integration with Salesforce
See firsthand how our Advisors using Salesforce can see tremendous efficiency gained by integrating with our award winning portfolio management application, Tamarac Reporting.
Wednesday, November 29, 2017 1PM-2PM PDT
The New Tamarac Platform
Join Tamarac for a live demo of our newly released best-in-class portfolio and client management software, and see the future of online client engagement.

Whether you're in the market for new technology or not, here's an excellent opportunity to preview the latest in integrated, web-based and custodian agnostic technology. See what over 900 independent RIAs are using to deliver a higher standard of care to their clients and scale their business more profitably.

Archived Webinars

August 31, 2017 1PM-2PM PDT
Tamarac Salesforce App: Overview of Tamarac's Latest Integration with Salesforce
See firsthand how our Advisors using Salesforce can see tremendous efficiency gained by integrating with our award winning portfolio management application, Tamarac Reporting.
August 23, 2017 1PM-2PM PDT
Tamarac Data Aggregation: Give Your Clients Their Complete Financial Picture
Join us as we take a look at how with Tamarac's Data Aggregation (Powered by Envestnet | Yodlee) makes it easy for your clients to add all their assets and liabilities to their portal – providing a complete financial picture in a single location
August 22, 2017 1PM-2PM PDT
Tamarac Platform Overview: Grow Your Business More Profitably
Join Tamarac for a live demo of our portfolio and client management software platform, Advisor Xi, and see the future of online client engagement
August 16, 2017 1PM-2PM PDT
RIA Panel: Leveraging Technology to Better Engage Your Clients
Join us for our upcoming webinar where we'll hear from two RIAs that leveraged technology to better engage their clients, as well as improve integration and efficiencies across the board to elevate their firms to new heights. Moderated by fintech advocate and founder of FPPad.com, Bill Winterberg.
July 13, 2017 1PM-2PM PDT
Grow Your Business More Profitably
Join Tamarac for a live demo of our portfolio and client management software platform, Advisor Xi, and see the future of online client engagement.

Whether you're in the market for new technology or not, here's an excellent opportunity to preview the latest in integrated, web-based and custodian agnostic technology. See what over 800 independent RIAs are using to deliver a higher standard of care to their clients and scale their business more profitably.
March 23, 2017 1PM-2PM PDT
Lessons Learned on Technology Selection and Implementation
Missed the webinar? No problem you can still watch our webinar where we learned about the experience two top RIAs had when transitioning from legacy technology to the Tamarac platform.
Moderator
Bill Winterberg, CFP
Bill Winterberg is founder and president of FPPad.com and is a respected personality in the financial planning industry. Bill is widely recognized as an independent authority on the subject of technology in financial services. Bill maintains the CERTIFIED FINANCIAL PLANNER certification and has past industry experience as a Registered Representative and a RIA.
Speaker
Jake Filoon - President & Chief Operating Officer
Jake manages Weston Financial's business activities and capabilities, including business development, client relationship management, and infrastructure. He is involved in leadership activities for the broader Washington Trust Wealth Management organization and The Washington Trust Company. He serves on TD Ameritrade's (Weston's primary client custodian) national Financial Advisor Panel, and Envestnet|Tamarac's (Weston's primary client service vendor) national Advisory Board. As a Supervising Principal for Weston's business, he holds industry multiple securities licenses. Jake is a Trustee of the New Century Portfolios to which Weston Financial serves as the Investment Advisor.
Firm Profile
  • Founded: 1979
  • Headquarters: Wellesley, Massachusetts
  • Website: www.westonfinancial.net
  • Services Offered: Financial Planning and Wealth Management
  • AUM: $2.3 billion
  • Clients: 1,000
  • Staff: 27
  • Primary Custodian: TD Ameritrade Institutional
  • Portfolio Management/Reporting: Advisor View
  • Portfolio Rebalancing: Advisor Rebalancing
  • CRM: Advisor CRM
View Case Study View all Case Studies
Speaker
Andrew Miller - Director of Analytics
Andrew was drawn to Krilogy by the firm’s values and team-oriented culture. Andrew brings an organized, analytical approach to his role on the Investment Advisory team, which includes portfolio management, investment research, and performance reporting. He is a voting member of Krilogy’s Investment Committee and has an equity-oriented focus on the Investment Strategy Team.
Firm Profile
  • Founded: 2009
  • Location: St. Louis, Missouri
  • Website: www.krilogy.com
  • Services Offered: Krilogy is an independent wealth management firm focused on the development and execution of wealth management plans, investing in team, technology and knowledge to help clients reach their financial goals.
  • AUM: $750 million
  • Clients: 1,400
  • Staff: 41
  • Primary Custodian: Charles Schwab & Co.
  • Portfolio Management/Reporting: Advisor View
  • Portfolio Rebalancing: Advisor Rebalancing
  • CRM: Advisor CRM
View Case Study View all Case Studies
Moderator
Bill Winterberg, CFP
Bill Winterberg is founder and president of FPPad.com and is a respected personality in the financial planning industry. Bill is widely recognized as an independent authority on the subject of technology in financial services. Bill maintains the CERTIFIED FINANCIAL PLANNER certification and has past industry experience as a Registered Representative and a RIA.
Speaker
Dustin C. Stiefel - Co-Founder, Principal
Mr. Stiefel and Co-Founder and Principal Vince Hawkins, CPA established Colleyville, Texas-based Steward in 2007, and by 2016, they were seeking to accomplish more for clients while spending less time behind their desks. They also wanted to ensure a seamless succession for their lifestyle business when they decide to retire.
Firm Profile
  • Founded: 2007
  • Headquarters: Colleyville, Texas
  • Website: stewardwealthmanagement.com
  • Services Offered: Goals-Based Wealth Planning
  • AUM: Approximately $225 Million*
  • Clients: 200
  • Staff: 2 Advisors, 1 Client Service Associate
  • Primary Custodian: Charles Schwab & Co.
  • Portfolio Management/Reporting: Advisor View
  • Portfolio Rebalancing: Advisor Rebalancing
  • CRM: Advisor CRM
View Case Study View all Case Studies
Speaker
Mike Damas - President
Mike Damas has over 25 years of economic research, trading, and risk management experience. He formed Maryland Capital Advisors in 1997. Until 2001, his firm executed a bond trading strategy as a sub-manager of a large New York-based hedge fund. In 2002, he launched MCA’s own private investment fund implementing a disciplined, market-neutral fixed-income trading strategy. In September 2005, MCA became a registered investment advisor providing portfolio design and management for high net worth families, private organizations, and other select clients.
Firm Profile
  • Founded: 2005
  • Headquarters: Chester, Maryland
  • Website: marylandcap.com
  • Services Offered: Portfolio management, wealth planning, and investment planning/consulting
  • AUM: Nearly $180 million for 83 client households*
  • Clients: Select high-net-worth individuals, families, family offices, trusts, and company retirement plans
  • Staff: Two principals and two client service/operations associates
  • Primary Custodians: Charles Schwab & Co., Fidelity Investments
  • Portfolio Management/Reporting: Advisor View
  • Portfolio Rebalancing: Advisor Rebalancing
  • CRM: Advisor CRM
View Case Study View all Case Studies
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