CHICAGO, Aug. 22, 2012 /PRNewswire/ -- Envestnet|Tamarac™, a leading provider of integrated web-based portfolio and client management software for independent advisors and wealth managers, will host its sixth annual User Conference from September 19 – 20, 2012 at the Bell Harbor International Conference Center in Seattle. The Tamarac User Conference provides an outstanding opportunity for advisors to learn about the latest trends, technologies and best practices that will have an impact on the future growth of their businesses.
"We don't believe it's enough for our clients to simply know how to use our software. We want them to maximize their use of our Advisor Xi suite of tools to increase productivity, create automated workflows and design complex model portfolios," said Stuart DePina, Group President, Envestnet| Tamarac. "When it comes to software training, we believe that no other technology company comes close to the level of expertise and educational resources that Tamarac offers to advisors, which is just one of the reasons this should be our biggest conference ever."
"Our firm finds great value in attending Tamarac's annual conference," says Dave Walker, Director of Operations at YellowWood Financial Advisors, in Gaithersburg, Md. "As a client, we see new methods for leveraging technology to help us drive efficiencies. Additionally, as an advisor, there's great value in networking and sharing best practices with hundreds of well-managed firms. This year's addition of a practice management track should be of strong interest to many advisors, regardless of whether they are clients of Tamarac."
While earlier incarnations of the conference were strictly devoted to helping advisors make better use of the Tamarac suite of products, this year a new program track focusing on practice management topics is being offered to provide advisory firm principals with additional educational value. One of the highlights of the conference is an update briefing from a panel of the leading custodial firms including Fidelity Institutional Wealth Services, Schwab Advisor Services, TD Ameritrade Institutional and Pershing Advisor Solutions.
With sessions on both days of the conference, the practice management track addresses a wide range of concerns facing RIAs, such as succession planning and tax-managed indexing, and will draw on the intellectual capital found within the Envestnet family and other industry-leading firms.
Envestnet|PMC® will lead a session on emerging trends in portfolio construction, while one on finding great research will tap into the knowledge and experience of Envestnet|Prima. A panel on mergers and acquisitions will feature executives from HighTower, United Capital and other Independent Advisor Networks, who will offer insight into how they evaluate potential merger partners.
Davis Janowski, Technology Writer for Investment News, will keynote with a talk on the latest trends in technology and what the technological future holds in store for RIAs. Other program sessions will be devoted to helping advisors better understand and make use of the key enhancements made to Envestnet | Tamarac's product offerings over the last year, including advanced modeling functionality and upgrades to the cash management application. Of particular interest should be a panel discussion featuring a group of advisors who leverage Advisor View's client portal to engage their clients online and utilize this tool for paperless communications.
Tamarac wants to ensure that clients get the most out of the powerful features that Advisor Xi suite has to offer. To help accomplish that goal, the firm is offering Tamarac University, the monthly, two-day classroom training course, as a pre-conference session beginning on September 17. Tamarac University gives advisors in-depth, hands-on training on Advisor Rebalancing, Advisor View and Advisor CRM.
In order to maximize participation from the advisor community, Tamarac has waived the conference fee for the first person registered from any advisory firm before August 31. For more information on the Tamarac User Conference or to register, visit: http://www.tamaracinc.com/UserConference/.
Envestnet, Inc. (NYSE: ENV) is a leading provider of technology-enabled wealth management solutions to investment advisors. Envestnet's Advisor Suite® software empowers advisors to better manage client outcomes and strengthen their practice. Envestnet offers advanced portfolio solutions through its Portfolio Management Consultants Group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software. Envestnet | Prima provides institutional-quality research and due diligence on investment and fund managers. Envestnet | Vantage™ gives advisors an in-depth view of clients' investments, empowering them to give holistic, personalized advice.
For more information on Envestnet, please visit www.envestnet.com
For more information on Envestnet | Tamarac, please visit www.tamaracinc.com
Inquiries Jami Schlicher, JCPR (973) 850-7309 firstname.lastname@example.org
SOURCE Envestnet, Inc.