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Pre-Conference

In addition to the Advisor Summit, you have the option to take advantage of fantastic pre-conference training and sessions. These pre-conference sessions can be attended on a stand-alone basis or in addition to the Advisor Summit. Just choose the appropriate Registration Type when registering.

ERS Technology University Pre-Conference


The ERS Technology University Pre-Conference event on Tuesday, May 2nd will help both advisors and their teams be more successful in their practices and better serve the retirement needs of their clients with in-depth Advisor Advantage™ platform training. You will have the option to enroll when registering for the Advisor Summit.

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Tamarac University Pre-Conference


There will be a pre-conference training on Monday, May 2nd, and Tuesday, May 3rd that focuses on Envestnet | Tamarac products. By investing in Tamarac product training for your staff, you can maximize the value of your Tamarac technology investment, mitigate the risk of potential errors, and reach new levels of productivity.

Tamarac University courses train your staff in the application using your own data. Both new and existing staff in need of a refresher will benefit from attending Tamarac University.

Note: All pre-conference events can be attended on a stand-alone basis. Just choose the appropriate designation when selecting your Registration Type.


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Yodlee Customer Pre-Conference


Join Envestnet | Yodlee for a pre-conference event on Tuesday, May 2nd highlighting key trends and consumer requirements, along with Yodlee's company strategy, vision, and products.

Tailor-made for our Yodlee customers, this exclusive pre-conference event focuses on how to take advantage of the Yodlee Data Platform and leverage the power of innovative FinApps and Data Analytics. You'll also have the opportunity to interact with and learn from industry analysts and thought leaders, as well as Yodlee leadership and product experts.

You’ll have the option to enroll in the Yodlee Customer Pre-Conference event when registering for the Advisor Summit.

Note: All pre-conference events can be attended on a stand-alone basis at the Advisor Summit. Just choose the appropriate designation when selecting your Registration Type.


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Early bird pricing ends on March 31st.
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