Sign In
Seattle, WA – September 20, 2012
Press Release

Envestnet | Tamarac Concludes Sixth Annual User Conference

Panel with Industry-Leading Custodians and Product Roadmap Session Highlighted Final Day of Conference
Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated web-based portfolio and client management software for independent advisors and wealth managers, concluded its sixth annual User Conference, held at the Bell Harbor International Conference Center in Seattle, today. The Tamarac User Conference provided advisors with an outstanding opportunity to learn about the latest trends, technologies and best practices that may influence the future growth of their businesses. The conference has experienced steady year-over-year growth with this year's more than 300 attendees representing the largest turnout to date.

Among the popular sessions of the conference was a panel on the final morning, which featured top executives from some of the largest custodians. The panel consisting of Shannon Porro, VP Technology and Operations Consulting, Fidelity Institutional Wealth Services; Patrick Hennessey, Senior Consultant Technology & Business Operations, Schwab Advisor Services; Christopher Valleley, Director Technology Solutions, TD Ameritrade Institutional and Julie Harrington, Director Business Development and Relationship Management, Pershing Advisor Solutions addressed a number of the most pressing topics affecting RIAs. The executives discussed custodial integration, investments in technology, regulation and other areas aimed help registered investment advisors (RIAs) grow their practices, as well as trends in investing--including products such as separately managed accounts (SMAs), unified managed accounts (UMAs) and fixed-income vehicles.

"This conference embodies our commitment to RIAs -- to provide best-in-class software combined with the education necessary to ensure that they are using our product suite to maximize efficiency and increase productivity in their practices" said Stuart DePina, Group President, Envestnet | Tamarac. "Every year, we listen to our advisors and develop our conference program based on their feedback. This year, that led us to include a practice management track."

While previous years' conferences were strictly devoted to helping advisors make better use of the Tamarac suite of products, for 2012 a program track, focused on a range of practice management topics, aimed to provide advisory firm principals with additional education and insights was added.

Within the practice management track, a session on emerging trends in portfolio construction drew upon the expertise of Tim Clift, managing director and Chief Investment Strategist for Envestnet | PMC®. Another session featured Envestnet | Prima's Group President J. Gibson "Gib" Watson, who talked about the challenges in finding fixed-income solutions and best practices in wealth management. A panel on mergers and acquisitions featured executives from industry-leading firms HighTower, United Capital and Focus Financial, who discussed what they look for in potential merger partners.

"This is without a doubt the most successful Tamarac user conference to date. By delivering both software training that will greatly enhance the operational productivity of RIAs, along with the addition of our practice management track, we are confident that attendees will walk away with the tools and insights to help transform their practices," said Stuart DePina. "With the merger of Tamarac into Envestnet, we are able to draw on the intellectual capital available in other divisions of the company and deliver a truly unique educational experience."
More Press Releases Schedule a Demo

About Envestnet

Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.

More than 88,000 advisors and 3,500 companies including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information about Envestnet | Tamarac, please visit and follow @TamaracInc.
Copyright Envestnet | Tamarac All rights reserved. is digitally verified by Starfield Secure Certification Authority.
Tamarac Trading
Sign In
Tamarac Reporting
Sign In