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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.

Upcoming Consulting Days

October 15-16, 2019
8:00am - 4:00pm EDT
Sheraton Raleigh Hotel
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Map Location
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


8:00am – 8:30am
8:30am – 10:00am
10:00am – 10:15am
10:15am – Noon
Noon – 1:00pm
1:00pm – 2:00pm
2:00pm – 2:15pm
2:15pm- 4:00pm
Consulting Day Concludes
Tamarac Consulting Day Cost


Includes one consulting day for either Tamarac Reporting or Tamarac Trading for up to two registered attendees/firm


Registration for Tamarac Consulting Days closes two weeks prior to the start of the first consulting day.
Note: If your firm is planning on sending more than one attendee, please ensure that each attendee is registered.
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