SEATTLE, Sept. 20, 2012 /PRNewswire/ -- 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.
Select the service that is right for you!COMPARE ALL SERVICES
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV