With back to school season upon us, are you looking to add some learning to your day? For advisors who partner with Envestnet | Tamarac®, self-paced, interactive training is always available with Tamarac University. Our free online training helps thousands of advisors maximize the value of Tamarac technology, mitigate the risk of potential errors and reach new levels of productivity.

Leading RIAs find that the carefully designed learning experience of Tamarac University provides just what they need. From common workflows such as onboarding new accounts to recommended best practices, advisors learn how best to use the Tamarac platform to enhance and grow their business.

Here’s what you can expect from our innovative Tamarac University learning experience:

Robust course selection designed to meet your needs

Tamarac University is filled with engaging educational content that provides you with all the skills and knowledge you need to complete a typical process on our platform. Whether you’re focused on reporting, trading or CRM, each course gives the insight you need.

A personal dashboard helps you keep track of how much content you’re enrolled in, how much is completed and what, if anything, is overdue for completion. Because we understand how busy your typical day can be, you can easily start a course, pause at any time and pick back up right where you left off — whenever it’s convenient for you.

Intuitive learning paths from foundational to advanced

With an appreciation for the unique needs of advisors, your curriculum is personalized to your product set, with the flexibility to design the learning path that makes the most sense. Once you engage with a module, the skills contained in each lesson are meant to build on one another.

Each course starts with a lesson introduction and then digs deeper with step-by-step training and real-life examples to enhance your knowledge and deepen your understanding. Our structure allows you to focus on the content that is most important to you in your role. While our core content offers the most effective foundational learning experience, we also provide advanced content for advisors who use more complex workflows or for administrators who focus on configuration of the system.

Achievement rewards to monitor progress

As you complete a course, you’ll see your most recent achievements appear on your personal dashboard. A quick quiz at the end of each course assesses your progress and confirms your understanding of the key takeaways. At the end of each module, a final exam puts your knowledge to the test. Certificates for the completion of each course demonstrate your proficiency on the Tamarac platform.

Learn more

Getting back to school has never been easier. Learn how you can improve the efficiency of your practice with Tamarac technology solutions — and always keep learning with Tamarac University. Visit www.tamaracinc.com or give us a call at 866-525-8811.

Written by Kelly Mullaney

I’m driven to educate. I started my career as a technical writer in the tax industry. Today, I have the pleasure of leading the User Education department at Tamarac that creates all Tamarac University and Support & Training Center content. I’ve always believed that when you combine imaginative e-learning with technical writing it helps all types of learners realize their educational goals. As technology continues to shift what learning looks like for generations to come, technical writing and e-learning will play a crucial role.