Matt Chope and Angela Palacios Sharpening the Saw in Seattle

Matt Chope and  Angela Palacios recently attended a three-day user conference in Seattle for Tamarac, our portfolio rebalancing software provider.  The meetings were held September 14–16. 

They were joined by 220 advisors, thought-leaders, and product experts from around the country.  Together they collaborated on ways to leverage our current software, learned operational best practices, and gained insights into new technology opportunities.   This collaboration is a result of The Center's ongoing commitment to utilize technology to better serve our clients.

Matt commented:  “To remain competitive, the best financial planning firms need to obtain a better return on information.  We are encouraged by our technology partner's work in this area.  They are forging on, working tirelessly toward better integration of information systems.  These systems will allow for smoother functioning of client information, with the goal of enhancing better decision making.  They are also designing a platform to develop better workflows for our staff and provide better service and overall client experience.”