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Help any client live an Intelligent Financial Life™
Envestnet’s connected ecosystem of tools can help advisors make sense of every client’s finances. Watch the video to learn what the Intelligent Financial Life means to us at Envestnet.

The most comprehensive technology solution for RIAs

Best-in-class

Used by more than 2,700 independent RIA firms,

collectively managing over $1.9 trillion in assets.

As of March 2023

Webinar Overview

Join us to learn how the current COVID-19 crisis is changing RIA attitudes toward digitalization from a nice-to-have, competitive advantage to an absolute competitive requirement. We will share RIAs’ perspectives on client-facing digital solutions, some of the biggest challenges in digitizing their businesses and best practices toward digital transformation.

Together, we’ll uncover high-power ideas to: You’ll walk away with an action plan for implementing a digital strategy designed to enhance the value of the face-to-face advice between you and your clients. See how COVID-19 is making digitalization a top priority for RIAs.

Host: Julie Williams, SVP of RIA Sales, Envestnet | Tamarac
Guest Speaker: Dennis Gallant, Senior Analyst, Aite Group

Dennis Gallant is a senior analyst for Aite Group’s Wealth Management practice focused on advisor investment/annuity/product distribution and wholesaling, advisory services/managed accounts, financial planning and advice delivery, retirement income, advisor recruitment and retention, annuity and asset management product development, and advisor practice management. He has covered the financial advisor market for over 20 years and has specific expertise regarding independent advisors, including registered investment advisors (RIAs) and independent and insurance-affiliated broker-dealers.

Register for Webinar
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Let us walk you through a personal demonstration of Tamarac.
Portfolio management, performance reporting, client portal, billing and more.
Tamarac Reporting
Tamarac Reporting
Tamarac Reporting
Model management, account monitoring, trading, rebalancing and reconciliation.
Tamarac Trading
Tamarac Trading
Tamarac Trading
Client management, workflow automation and business intelligence.
Tamarac CRM
Tamarac CRM
Tamarac CRM
Hand off your regular back-office processes to Tamarac.
Tamarac Services
Tamarac Services
Tamarac Services
Tamarac is an open platform with a growing list of technology partners.
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Integrations
Integrations
Proven consulting, training and support available in-person, over the phone and online.
Support
Support
Support
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Let us walk you through a personal demonstration of Tamarac.
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