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.
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