This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Envestnet | Tamarac™ Begins Sixth Annual User Conference

SEATTLE, Sept. 19, 2012 /PRNewswire/ -- Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers, began its annual User Conference today at Seattle's Bell Harbor International Conference Center. For the sixth consecutive year, financial advisors from around the country have convened for this unique opportunity to learn about the latest trends, technologies and best practices that will influence the future growth of their businesses.

(Logo: )

The morning session began with a welcome address from Judson Bergman, Chairman and Chief Executive Officer, Envestnet, followed by an update on the acquisition of Tamarac by Envestnet and the plans to create a groundbreaking fully integrated solution for  registered investment advisors, from  Stuart DePina, Group President, Envestnet | Tamarac™.

"Being able to draw upon resources and intellectual capital from other divisions within Envestnet has allowed us to plan a conference that will help users of our software suite perform their jobs even more efficiently and also share best practices to drive their business growth," said Mr. DePina. "In addition to the sessions devoted to making better use of our proprietary technology, this year we've also added an entire practice management track to appeal to more owners and principals – where having experience with our software isn't a prerequisite for gaining great value from the content."

The welcoming address was followed by keynote speaker Davis Janowski, Technology Columnist for InvestmentNews. During his hour-long session, Mr. Janowski identified some of the latest trends in technology and talked about what the technological future holds in store for RIAs.  

Another highlight of the first day's sessions was a presentation by J. Gibson "Gib" Watson, III, Group President, Envestnet | Prima, entitled "Steering Clear of the Perfect Storm: Solving the Fixed Income Dilemma in Investors' Portfolios." "It's important that advisors be prepared for continuing volatility and economic uncertainty," said Mr. Watson. "One way to do that is to wholeheartedly embrace rational open architecture and a holistic advice model that emphasizes service together with portfolio construction and management, utilizing independent research, due diligence and advice as key components of that process." 

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free


Chart of I:DJI
DOW 17,798.49 -14.90 -0.08%
S&P 500 2,090.11 +1.24 0.06%
NASDAQ 5,127.5250 +11.3820 0.22%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs