Tamarac is honored to receive the 2017 Family Wealth Report Award for Best Portfolio Management Application for our Advisor View™ software. And, just last winter, Advisor Rebalancing® received the best-in-class award from WealthMangement.com.
Valley National Financial Advisors uses this software to help manage our relationship with you. We really look at Tamarac as a strategic partner to our business. We think of Tamarac as thought leaders because they are always looking for innovative products and solutions to help us better service clients. That’s the reason we chose them a couple years ago after a long a due diligence project.
Tamarac supplies the e-Vault client portal for your use. During 2017, Tamarac and Valley National Financial Advisors will be rolling out important and useful advancements in the client portal. Stay tuned for more information.