Find the Right Event for You

Whether you're looking for strategic insights, hands-on platform training, or updates on the latest innovations, Envestnet | Tamarac events are designed to help your team get more value from the platform and connect with the broader RIA community.

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RIA Roadshows

Connect and discover

  • Share knowledge with peers
  • Strategies from Tamarac experts
  • Platform roadmap and industry trends
Upcoming dates
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Tamarac University

Build platform expertise

  • Hands-on instruction
  • Real use cases
  • Led by Tamarac experts
Upcoming dates
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Virtual Webinars

Stay connected from anywhere

  • Timely and relevant insights
  • Strategic platform updates
  • Flexible access for busy RIAs
Upcoming dates
RIA Roadshows

Where RIAs Connect and Share What's Working

Join fellow RIAs, Envestnet leaders, and industry experts for conversations focused on the challenges and opportunities shaping advisory businesses today.

Explore practical approaches to growth, operational efficiency, technology adoption, and client engagement while gaining insights you can take back to your team and apply right away.

What you'll take back to your firm

  1. Practical ideas from peers tackling similar growth and operational challenges.

  2. Strategies for getting greater value from Tamarac across your workflows.

  3. Direct access to Envestnet leaders and subject matter experts.

  4. Insight into the latest platform enhancements, upcoming innovations, and what's ahead on the roadmap.

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New York City, NY

October 7

Alliance Bernstein Office

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Chicago, IL

November 3

William Blair Office

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Newport Beach, CA

November 17

PIMCO Office

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Tamarac University

Strengthen Platform Expertise Across Your Team

Give your team the skills and confidence they need to maximize the value of Tamarac.

These immersive two-day training experiences combine instructor-led learning, hands-on practice, and real-world use cases to help RIAs strengthen their Tamarac expertise, improve everyday workflows, and get more from the platform.

Get more from the Tamarac platform

Discover underutilized features, improve team proficiency, and learn best practices.

Bring practical ideas back to your firm

Leave with actionable takeaways you can implement immediately at your firm.

Discover ways to work smarter with Tamarac

Explore how you can reduce operational friction and improve efficiency in your workflows.

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Denver, CO

October 13-14

Janus Henderson Office

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Raleigh, NC

November 10-11

Envestnet | Tamarac Office

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Webinars

Stay Connected From Wherever You Work

Access timely insights, product updates, and practical strategies that can help your team adapt, grow, and get more from Tamarac.

REPLAY

Quarterly Strategic Update for Envestnet | Tamarac Clients

Get an exclusive look at the latest Tamarac enhancements, including strategic updates, new Report Studio capabilities, Account Publish improvements, MoneyGuide integration enhancements, and upcoming opportunities to connect with peers and experts.

Watch Replay
September 16

Building Scalable, Decision‑Driven Reporting in Tamarac

With allocations growing, advisors need better visibility, cleaner data, and more flexible reporting. Discover how iCapital and Envestnet | Tamarac work together to connect reporting and data, giving advisors a single, consistent view across both traditional and alternative investments.

Register now
September 23

The Evolution of Unified Managed Accounts: Envestnet's Tax-Smart Solution Set

Explore Envestnet's tax-smart solutions, including UMA Tax Overlay, QRG Quantitative Portfolios, Direct Indexing, and SMAs. Learn how advisors can automate tax-aware portfolio management, increase customization, and improve tax outcomes.

Register now
Resources & Support

Continue Building Your Tamarac Expertise

Access practical guidance, educational resources, and best practices designed to help your team work more effectively and continue building on what you've learned through Tamarac events.

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Not Sure Where to Start?

Whether you're looking to connect with peers, develop platform expertise, or stay informed on the latest Tamarac enhancements, we're here to help you find the right experience for your team.

Contact the Events Team

© 2008 - 2026 Envestnet. All rights reserved. Past performance is not indicative of future results.

Disclosures

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client’s financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs.

For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_).

Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.

For more information on Envestnet | Tamarac, please visit www.tamaracinc.com, subscribe to our blog, and follow @ENVTamarac on LInkedIn.

The services and materials described herein are provided on an ´as is´ and ´as available´ basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility.

Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor´s home office.

Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.

Any advisory services discussed herein are provided by an affiliated entity, Envestnet Asset Management Inc., an SEC Registered Investment Adviser.

Quarterly Strategic Update for Envestnet | Tamarac Clients

September 10 at 4:00 p.m. ET

Get an exclusive look at some of our newest enhancements designed to help your firm operate more efficiently and deliver an even better client experience.

img Key strategic updates from Envestnet | Tamarac

img What's new in the latest Report Studio release

img Explore the latest Account Publish updates designed to reduce sync disruptions

img Enhancements to the MoneyGuide integration and the potential benefits for your firm

img Upcoming opportunities to engage with our team and peers

Join us for an impactful update on the latest developments across the Envestnet | Tamarac platform.

Register now
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