Advisor Onboarding
Start by logging in, navigate key features, and learn essential functions
9 articles
Ready to Login?Get started by logging in to access your Advisor Dashboard, manage clients, and stay on top of key tasks.
Your Advising Back OfficeUnderstand key data, insights, and features of the Advisor Dashboard and Back Office to manage your workflow more efficiently.
Your Advising AppAll your Advising tools on-the-go.
Build a Communication RhythmTurn Consistent Communication Into a Competitive Advantage
Manage Advisor ProfileView or update your profile information to maintain accurate, up-to-date details for a seamless client experience and efficient workflow.
Set Up Client Refer A Friend ExperienceSet up a smooth referral flow—let clients share with friends who can book a call or preview your firm’s app as a prospect.
A Complete Guide to Advisor and Client NotificationsManage alerts like a pro—see how notifications work for both you and your clients, and stay a step ahead.
How to Update Your Availability StatusYou can update your availability status to let others know if you’re busy or out of the office.
Integration Set Up | Advisors
Learn how to connect advisor specific integrations to sync data from external platforms
Tamarac Integration – Advisor ConnectionLearn how to sync advisor data between Tamarac and your platform to streamline client management and enhance workflow efficiency.