Pre-conference workshops

In addition to the Advisor Summit, you have the option to take advantage of fantastic pre-conference training and sessions. These 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.

Tamarac University

There will be pre-conference training 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.

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ENV Technology

If you’re an advisor or home office Envestnet platform user, this pre-conference workshop is for you.

Hosted by Envestnet’s Product Engagement team, the workshop will cover several areas:

  • Discuss how current users optimize their platform experience with the latest functionality
  • Preview what’s coming up next on the technology roadmap
  • Get real insights on how platform features are impacting users through analytics and trends
  • Provide feedback on future concepts

This is an excellent opportunity to connect with product and development team members as well as your peers.

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Yodlee Wealth Customer Meeting and Reception

Please join us for the Yodlee Wealth Customer Meeting and Reception during this year’s Advisor Summit. We’ll be discussing the latest industry trends and sharing what’s new and innovative from Envestnet | Yodlee. Following the discussion, we invite you to mingle with Envestnet | Yodlee executives and your sales and account managers while enjoying drinks and appetizers. We’re looking forward to seeing you there.

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Please Note:

Envestnet has not contracted with any housing provider to assist you with your travels. Any calls or emails from a person claiming that they are with the Envestnet Advisor Summit housing bureau are a part of an elaborate phishing scheme to collect your credit card information. Please only book you hotel accommodations through the links provided on our website or by calling the hotel directly.