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Webinars

Upcoming Webinars

Join us for one of our upcoming webinars
Thursday, December 12, 2019 4:00 PM EDT / 1:00 PM PDT
Learn How Tamarac and Flyer Are Changing the Future of Trading Through Their Co-Pilot Oms Partnership
In this webinar, we will demonstrate why our integration with Flyer’s Co-Pilot order management system (OMS) has been a huge win for successful advisors. Our new partnership offers you an advanced solution for trading equities, ETF, mutual funds and other security types. In addition, the integration simplifies how you access broker trading algorithms to connect with other brokers and allocate trades. We will show you how centralized trading, best-in-class order management and sophisticated allocation workflows are making a real difference for RIAs.


Archived Webinars

Tuesday, December 3, 2019 10:00 AM - 11:00 AM PST
Fueling Financial Wellness Through an Integrated Platform
Join us for a webinar about driving the financial wellness conversation with your clients through the extensive technology available on the Tamarac platform. Using single sign-on integrations, we will demonstrate how to utilize the tools on our platform to deliver financial wellness and positive growth to your invested clients.
Thursday, November 21, 2019 1:00 PM - 2:00 PM PST
Portfolio Management Solutions That Keep You Ahead
As investors wrestle with balancing short term financial needs with long-term investing goals, the value of advice will become more important than ever. Keeping clients engaged, growing AUM, and building scale and profitability into your practice requires award-winning, innovative technology! Join us for a first-hand look at how to increase and customize your client interactions with seamless integration of PortfolioCenter with Tamarac’s solutions. We will have a 15 minute Q&A following the webinar to answer any questions that might arise and share with you our "No Conversion” Promotion.
Thursday, November 21, 2019 11:00 AM - 12:00 PM PST
RIA Analytics Dashboard Suite (featuring a Mutual Fund Capital Gains monitor to help you close out your year)
The RIA Analytics suite provides holistic business management intelligence through detailed reporting services and personalized dashboard experiences. The solution enables firms to access key performance indicators that measure growth drivers and potential risks. Tracking your business goals and progress has never been easier.
Tuesday, October 1, 2019
From CRM Prospect to Fully Invested Client in 5 Easy Steps
View this webinar on streamlining your account opening process through the Tamarac platform. Using single sign-on integrations, we’ll start with a CRM prospect, convert them to a client, aggregate outside accounts, create a financial plan in Envestnet | MoneyGuide, share the updated plan with the client and open accounts digitally with Schwab or TD. See firsthand how easy it is to move prospects to clients and free up time to meet more prospects and clients!
December 12, 2018
The Tamarac Platform
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 1,000 independent RIAs are using to deliver a higher standard of care to their clients and scale their business more profitably.
April 10, 2018 1PM-2PM PDT
Tamarac Platform Overview
View or latest webinar on the Tamarac's award-winning portfolio and client management software, and see the future of online client engagement.
Co-Presenter
Brian Daley - Sales Engineer,
Brian has been a member of the Tamarac team since 2010. He has worked with hundreds of firms as they have adopted the Tamarac platform, from the smallest single person firms to organizations with over a hundred offices located throughout the country. Most recently, Brian has focused most of his time working with the largest Tamarac organizations to streamline and make more efficient their use of technology as it relates to Client Portal, Billing, Client Reporting, Trading and Workflow. Brian joined the sales organization in 2019 to assist RIA organizations in the decision making process for improving their back office and client facing technology.
Co-Presenter
Scott Scherr - Managing Director of Product & Chief Operating Officer
Scott is a veteran of the financial software industry with over twenty years of expertise in the design of trading, compliance, and accounting solutions. He brings valuable experience working with a wide variety of asset management firms including complex hedge funds, global asset managers, and registered investment advisers.
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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