Thu, Sep 21, 2023 | 4:00 PM - 5:00 PM EDT
Join us for a webinar as we demonstrate how RIAs can closely monitor their clients' investment performance and help clients stay on track with their financial goals.
Thu, Sep 28, 2023 | 4:00 PM - 5:00 PM EDT
Explore Tamarac's new Client Portal that aggregates your clients’ finances into one holistic view and how holistic client reporting and planning experience can support the growth of your practice.
Thu, Oct 12, 2023 | 2:00 PM - 3:00 PM EDT
Learn how you can leverage dashboard views of planning usage, key metrics, and trends to help you save time, while surfacing opportunities that may have otherwise gone overlooked.