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.