Turn Tamarac into a competitive advantage by maximizing the full potential of your platform.Join us in Denver, Colorado on October 13–14 for two days of hands-on training built for RIA teams ready to stop leaving time (and functionality) on the table. Whether your team leans on Reporting, Trading, or both, you'll leave with the skills to work faster, reduce manual cleanup, and give your clients a more polished experience.
Here's what you'll walk away with:
- Time back in your week — streamline reporting and trading workflows so your team spends less time on manual workarounds and more time on client relationships
- Fewer errors, more confidence — best practices straight from the experts who've onboarded and consulted thousands of RIA firms just like yours
- Functionality you didn't know you had — uncover features and shortcuts already built into your platform that most users never touch
- A network of peers solving the same problems — collaborate in a classroom setting with advisors and operations leaders facing your same challenges
Seats are limited. Reserve yours today and give your team the skills to get more out of the tools you're already paying for.
If you are in need of a hotel for this programming, we recommend
Hotel Clio as it is nearby.
We look forward to seeing you in Denver! Questions? Reach out to
[email protected].