Advisor Summit 2013

Take advantage of the opportunity to network with colleagues, other investment professionals, and Envestnet representatives and define your own path to succeed in today's volatile market environment.
Join us at the 2013 Envestnet Advisor Summit: A New Perspective, to gain insight on how to build your practice to achieve greater client success and growth. Hear from a collection of leading financial, economic and industry experts who will discuss the business and investing climate, as well as trends that we see that may impact you and your business. We will also highlight the new combined capabilities of Envestnet, focusing on the robust analytical capabilities of Envestnet | Prima and the sophisticated portfolio rebalancing capabilities of Envestnet | Tamarac.

With Advisor View, my firm is almost completely paperless. We send invoices, monthly and quarterly reports, and market updates to the customer portal with the click of a button. It has been a total game changer.
Tom Paulus, President
Weathervane Wealth Management