Trading

Schedule - Advisor Summit 2017

Monday, May 1st Print Schedule
Tamarac University is hosted Monday and Tuesday before the Advisor Summit.

  Tamarac University is hosted Monday and Tuesday before the Advisor Summit.

Advisor Rebalancing® Track

7:00AM

Breakfast

7:00AM - 8:00AM

Foyer

Monday, May 1 • 7:00AM - 8:00AM

8:00AM

Welcome and Introductions

8:00AM - 8:30AM

Welcome and Introductions

  Bring your own laptop to participate in this hands on workshop. Product:

Advisor Rebalancing

Monday, May 1 • 8:00AM - 8:30AM

8:30AM

Basic Model Setup

8:30AM - 10:00AM

In this session, you will learn how to:

  • Building and maintaining basic Security Level models and Allocation models in Advisor Rebalancing
  • Applying ranks and goal weights to models
  • Building models in Advisor Rebalancing

  Bring your own laptop to participate in this hands on workshop. Product:

Advisor Rebalancing

Texas Breakout 1-3

Monday, May 1 • 8:30AM - 10:00AM

10:00AM

Networking Break

10:00AM - 10:15AM

Foyer

Monday, May 1 • 10:00AM - 10:15AM

10:15AM

Security Level Settings

10:15AM - 12:00PM

In this session, you will learn how to:

  • Apply global security restrictions
  • View different fees associated with each security at the fund and custodian levels
  • View and edit minimum and subsequent investment settings per trade file group
  • Enter a custom trade price and custom round lot
  • Create and apply custom security classes

  Bring your own laptop to participate in this hands on workshop. Product:

Advisor Rebalancing

Texas Breakout 1-3

Monday, May 1 • 10:15AM - 12:00PM

12:00PM

Foyer

Monday, May 1 • 12:00PM - 1:00PM

1:00PM

Advanced Model Setup

1:00PM - 3:00PM

In this session, you will learn how to:

  • Create a Security Level model that uses ranks
  • Apply substitutes to your models
  • Develop Alternate Security Sets
  • Account for different mutual fund share classes and alternative investment selectionsbased on your rules and logic
  • Discuss N-Tiered Modeling

  Bring your own laptop to participate in this hands on workshop. Product:

Advisor Rebalancing

Texas Breakout 1-3

Monday, May 1 • 1:00PM - 3:00PM

3:00PM

Networking Break

3:00PM - 3:15PM

Foyer

Monday, May 1 • 3:00PM - 3:15PM

3:15PM

Basic Account & Rebalancing Group Setup

3:15PM - 4:30PM

Basic Account & Rebalancing Group Setup

In this session, you will learn how to:

  • Find an account and assign it to a model
  • Rebalance an account and review the Rebalance Summary report
  • Find a rebalancing group and assign it to a model
  • Review rebalancing group allocation preference options
  • Use bulk reports to view model assignments

  Bring your own laptop to participate in this hands on workshop. Product:

Advisor Rebalancing

Texas Breakout 1-3

Monday, May 1 • 3:15PM - 4:30PM

4:30PM

Account Search

4:30PM - 5:00PM

In this session, you will learn how to:

  • Identify the ways to search for your accounts
  • Find and select accounts to act on in Advisor Rebalancing
  • Build searches for ongoing monitoring and management

Product:

Advisor Rebalancing

Texas Breakout 1-3

Monday, May 1 • 4:30PM - 5:00PM

Advisor View Track

7:00AM

Breakfast

7:00AM - 8:00AM

Foyer

Monday, May 1 • 7:00AM - 8:00AM

8:00AM

Welcome and Introductions

8:00AM - 8:30AM

Welcome and Introductions

  Bring your own laptop to participate in this hands on workshop.

Texas Breakout 4-6

Monday, May 1 • 8:00AM - 8:30AM

8:30AM

New Account and Security Workflows

8:30AM - 10:30AM

New Account and Security Workflows

In this session, you will learn about:

  • Saved Searches
  • Account and household setup procedures
  • Security and category setup procedures
  • Benchmarks and target allocations
  • Data Uploads

  Bring your own laptop to participate in this hands on workshop.

Texas Breakout 4-6

Monday, May 1 • 8:30AM - 10:30AM

10:30AM

Networking Break

10:30AM - 10:45AM

Foyer

Monday, May 1 • 10:30AM - 10:45AM

10:45AM

User Management

10:45AM - 12:00PM

In this session, you will learn about:

  • Users and user groups
  • Roles
  • Account sets
  • PDF templates and template sets
  • Sharing views and dashboards

  Bring your own laptop to participate in this hands on workshop.

Texas Breakout 4-6

Monday, May 1 • 10:45AM - 12:00PM

12:00PM

Foyer

Monday, May 1 • 12:00PM - 1:00PM

1:00PM

User Management Continued - Continued

1:00PM - 1:45PM

User Management Continued - Continued

In this session, you will learn about:

  • Users and user groups
  • Roles
  • Account sets
  • PDF templates and template sets
  • Sharing views and dashboards

  Bring your own laptop to participate in this hands on workshop.

Texas Breakout 4-6

Monday, May 1 • 1:00PM - 1:45PM

1:45PM

Networking Break

1:45PM - 2:00PM

Foyer

Monday, May 1 • 1:45PM - 2:00PM

2:00PM

PDF Workshop

2:00PM - 4:00PM

In this session, you will learn how to:

  • Generate PDF reports
  • Design headers/footers, custom files, themes
  • Build PDF reports using different sections

  Bring your own laptop to participate in this hands on workshop.

Texas Breakout 4-6

Monday, May 1 • 2:00PM - 4:00PM

Advisor CRM® Track

7:00AM

Breakfast

7:00AM - 8:00AM

Foyer

Monday, May 1 • 7:00AM - 8:00AM

8:00AM

Welcome and Introductions

8:00AM - 8:15AM

Welcome and Introductions

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Monday, May 1 • 8:00AM - 8:15AM

8:15AM

Tour of Advisor CRM

8:15AM - 9:15AM

In this session, you will learn about:

  • RIA Client Life Cycle
  • Client Structure
  • Accessing Advisor CRM
  • Converted Client Records
  • How to access the Support andTraining Center

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Monday, May 1 • 8:15AM - 9:15AM

9:15AM

Leads and Business Development Reports

9:15AM - 10:15AM

Leads and Business Development Reports

In this session, you will learn how to:

  • Benefits of Using Leads
  • Creating Leads
  • Disqualifying and Reactivating Leads
  • Business Development Reports

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Monday, May 1 • 9:15AM - 10:15AM

10:15AM

Networking Break

10:15AM - 10:30AM

Foyer

Monday, May 1 • 10:15AM - 10:30AM

10:30AM

Onboarding Clients and Opportunities

10:30AM - 11:30AM

Onboarding Clients and Opportunities

In this session, you will learn about:

  • How to qualify Leads
  • What to update on the Account/Household
  • What to update on the Contact
  • How to track potential new business with existing clients through Opportunities
  • How to manage related clients with Families

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Monday, May 1 • 10:30AM - 11:30AM

11:30AM

Q&A Session

11:30AM - 12:00PM

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Monday, May 1 • 11:30AM - 12:00PM

12:00PM

Foyer

Monday, May 1 • 12:00PM - 1:00PM

1:00PM

Leveraging Integration in Advisor Xi

1:00PM - 2:00PM

Leveraging Integration in Advisor Xi

In this session, you will learn how to:

  • Integrated Records in Advisor CRM
  • Cross-product Single Sign On (SSO)
  • Link Advisor View Households to Advisor CRM
  • Bi-directional Address Sync
  • Send client email adress changes to Advisor View
  • Publish cross-product Saved Searches to Advisor CRM
  • AdvisorXi® Integration Event Logs

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Monday, May 1 • 1:00PM - 2:00PM

2:00PM

Capturing Client's 360 Degree View

2:00PM - 3:00PM

Capturing Client's 360 Degree View

In this session, you will learn about:

  • Adding Accounts/Contacts for Third Parties
  • Creating Connections
  • Managing Trusts
  • Adding Wealth Management records

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Monday, May 1 • 2:00PM - 3:00PM

3:00PM

Networking Break

3:00PM - 3:15PM

Foyer

Monday, May 1 • 3:00PM - 3:15PM

3:15PM

Tracking Emails and Appointments from Outlook

3:15PM - 4:15PM

Tracking Emails and Appointments from Outlook

In this session, you will learn about:

  • Tracking email correspondence with clients, prospects, & COIs
  • Email Tracking Best Practices
  • Tracking Appointments

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Monday, May 1 • 3:15PM - 4:15PM

4:15PM

Q&A Session

4:15PM - 4:30PM

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Monday, May 1 • 4:15PM - 4:30PM
Tuesday, May 2nd Print Schedule

8:00AM

ERS Technology University Pre-Conference: Breakfast

8:00AM - 9:00AM

ERS Technology University Pre-Conference: Breakfast

Grapevine Ballroom B

Tuesday, May 2 • 8:00AM - 9:00AM

9:00AM

ERS Technology University Pre-Conference: Session

9:00AM - 12:00PM

ERS Technology University Pre-Conference: Session

Grapevine Ballroom B

Tuesday, May 2 • 9:00AM - 12:00PM

Yodlee Customer Pre-Conference: Welcome, Vision and Company Update

9:00AM - 9:30AM

Yodlee Customer Pre-Conference: Welcome, Vision and Company Update

Speakers:

Anil Arora, Vice Chairman and CEO, Envestnet | Yodlee

Texas Ballroom C

Tuesday, May 2 • 9:00AM - 9:30AM

9:30AM

Yodlee Customer Pre-Conference: Market Trends

9:30AM - 10:30AM

Yodlee Customer Pre-Conference: Market Trends

Speakers:

Alyson Clarke, Principal Analyst, Forrester

Texas Ballroom C

Tuesday, May 2 • 9:30AM - 10:30AM

10:15AM

Yodlee Customer Pre-Conference: Break

10:30AM - 10:45AM

Yodlee Customer Pre-Conference: Break

Tuesday, May 2 • 10:30AM - 10:45AM

10:45AM

Yodlee Customer Pre-Conference: Product Roadmap/Strategy

10:45AM - 11:30AM

Yodlee Customer Pre-Conference: Product Roadmap/Strategy

Speakers:

Bill Parsons, Chief Customer Officer, Envestnet | Yodlee

Texas Ballroom C

Tuesday, May 2 • 10:45AM - 11:30AM

11:30AM

Yodlee Customer Pre-Conference: Keynote Speaker

11:30AM - 12:30PM

Yodlee Customer Pre-Conference: Keynote Speaker

Texas Ballroom C

Tuesday, May 2 • 11:30AM - 12:30PM

12:00PM

ERS Technology University Pre-Conference: Lunch

12:00PM - 1:30PM

12:30PM

Yodlee Customer Pre-Conference: Lunch

12:30PM - 1:30PM

Yodlee Customer Pre-Conference: Lunch

Texas Ballroom C

Tuesday, May 2 • 12:30PM - 1:30PM

1:30PM

ERS Technology University Pre-Conference: Sessions

1:30PM - 5:00PM

ERS Technology University Pre-Conference: Sessions

Grapevine Ballroom B

Tuesday, May 2 • 1:30PM - 5:00PM

Yodlee Customer Pre-Conference: Wealth Management Session

1:30PM - 2:30PM

Yodlee Customer Pre-Conference: Wealth Management Session

Fort Worth 1 & 2

Tuesday, May 2 • 1:30PM - 2:30PM

Yodlee Customer Pre-Conference: Financial Wellness Session

1:30PM - 2:30PM

Yodlee Customer Pre-Conference: Financial Wellness Session

Fort Worth 3 & 4

Tuesday, May 2 • 1:30PM - 2:30PM

Yodlee Customer Pre-Conference: Credit Risk Session

1:30PM - 2:30PM

Yodlee Customer Pre-Conference: Credit Risk Session

Fort Worth 5

Tuesday, May 2 • 1:30PM - 2:30PM

Yodlee Customer Pre-Conference: Platform Session

1:30PM - 2:30PM

Yodlee Customer Pre-Conference: Platform Session

Fort Worth 6

Tuesday, May 2 • 1:30PM - 2:30PM

2:45PM

Yodlee Customer Pre-Conference: Wealth Management Session

2:45PM - 3:45PM

Yodlee Customer Pre-Conference: Wealth Management Session

Fort Worth 1 & 2

Tuesday, May 2 • 2:45PM - 3:45PM

Yodlee Customer Pre-Conference: Financial Wellness Session

2:45PM - 3:45PM

Yodlee Customer Pre-Conference: Financial Wellness Session

Fort Worth 3 & 4

Tuesday, May 2 • 2:45PM - 3:45PM

Yodlee Customer Pre-Conference: Credit Risk Session

2:45PM - 3:45PM

Yodlee Customer Pre-Conference: Credit Risk Session

Fort Worth 5

Tuesday, May 2 • 2:45PM - 3:45PM

4:00PM

Yodlee Customer Pre-Conference: Credit Risk Session

4:00PM - 5:00PM

Yodlee Customer Pre-Conference: Credit Risk Session

Fort Worth 5

Tuesday, May 2 • 4:00PM - 5:00PM

Yodlee Customer Pre-Conference: Platform Session

4:00PM - 5:00PM

Yodlee Customer Pre-Conference: Platform Session

Fort Worth 6

Tuesday, May 2 • 4:00PM - 5:00PM

5:30PM

Yodlee Customer Pre-Conference: Reception

5:30PM - 7:00PM

6:30PM

ERS Technology University Pre-Conference: Reception

6:30PM - 8:00PM

ERS Technology University Pre-Conference: Reception

Mission Plaza

Tuesday, May 2 • 6:30PM - 8:00PM
Tamarac University is hosted Monday and Tuesday before the Advisor Summit.

  Tamarac University is hosted Monday and Tuesday before the Advisor Summit.

Advisor Rebalancing® Track

7:30AM

Breakfast

7:30AM - 8:30AM

Tuesday, May 2 • 7:30AM - 8:30AM

8:30AM

Rebalancing Group Priorities

8:30AM - 10:00AM

Rebalancing Group Priorities

In this session, you will learn how to:

  • Set asset location preferences efficiently across many accounts
  • Overview of asset location logic used in rebalancing

  Bring your own laptop to participate in this hands on workshop. Product:

Advisor Rebalancing

Texas Breakout 1-3

Tuesday, May 2 • 8:30AM - 10:00AM

10:00AM

Networking Break

10:00AM - 10:15AM

Foyer

Tuesday, May 2 • 10:00AM - 10:15AM

10:15AM

Advanced Account Setup

10:15AM - 12:00PM

In this session, you will learn how to:

  • Recognize the various account settings and how they are defined
  • Understand how cash management settings affect rebalancing
  • Edit account level settings for a single account and across multiple accounts

  Bring your own laptop to participate in this hands on workshop. Product:

Advisor Rebalancing

Texas Breakout 1-3

Tuesday, May 2 • 10:15AM - 12:00PM

12:00PM

Foyer

Tuesday, May 2 • 12:00PM - 1:00PM

1:00PM

Rebalancing & Cash Management

1:00PM - 2:30PM

Rebalancing & Cash Management

In this session, you will learn how to:

  • Understand how asset location affects rebalancing groups
  • Understand the different rebalance types
  • Identify and select the accounts to rebalance
  • Perform a full rebalance on an individual account and a rebalancing group
  • Perform a cash management rebalance on an individual account and a rebalancing group
  • Review and analyze the rebalance results
  • Approve trades and create a trade file

  Bring your own laptop to participate in this hands on workshop. Product:

Advisor Rebalancing

Texas Breakout 1-3

Tuesday, May 2 • 1:00PM - 2:30PM

2:30PM

Directed Trading

2:30PM - 3:30PM

In this session, you will learn how to:

  • Reviewing and analyzing the rebalance results
  • Creating a trade file

  Bring your own laptop to participate in this hands on workshop. Product:

Advisor Rebalancing

Texas Breakout 1-3

Tuesday, May 2 • 2:30PM - 3:30PM

3:30PM

Networking Break

3:30PM - 3:45PM

Foyer

Tuesday, May 2 • 3:30PM - 3:45PM

3:45PM

Post Rebalance Workflows

3:45PM - 4:30PM

Post Rebalance Workflows

In this session, you will learn how to:

  • Place trades on hold for a target execution date
  • Use bulk reports to review trades suggested by Advisor Rebalancing
  • How to log trade orders for post-trade reconciliation and wash sale monitoring
  • Approve trades, generate a compliance report, log orders, and create a trade file for your custodians
  • Reconcile the previous day's trades with the actual executions from your custodians

  Bring your own laptop to participate in this hands on workshop. Product:

Advisor Rebalancing

Texas Breakout 1-3

Tuesday, May 2 • 3:45PM - 4:30PM

4:30PM

In this session, you will learn how to:

  • Run all available reports in Advisor Rebalancing

  Bring your own laptop to participate in this hands on workshop. Product:

Advisor Rebalancing

Texas Breakout 1-3

Tuesday, May 2 • 4:30PM - 6:00PM

Advisor View Track

7:30AM

Breakfast

7:30AM - 8:30AM

Foyer

Tuesday, May 2 • 7:30AM - 8:30AM

8:30AM

Billing Workshop

8:30AM - 10:30AM

In this session, you will learn how to:

  • Setup billing definitions and billing groups
  • Generate billing history
  • Review billing history
  • Submit to custodians
  • Reconcile fees in client accounts

  Bring your own laptop to participate in this hands on workshop.

Texas Breakout 4-6

Tuesday, May 2 • 8:30AM - 10:30AM

10:30AM

Networking Break

10:30AM - 10:45AM

Foyer

Tuesday, May 2 • 10:30AM - 10:45AM

10:45AM

Client Portal and iPad App

10:45AM - 12:00PM

Client Portal and iPad App

In this session, you will learn how to:

  • Create online content for your clients
  • Build client views to give access to reports
  • Use clients and households to build a presence online
  • Activate and configure iPad app

  Bring your own laptop to participate in this hands on workshop.

Texas Breakout 4-6

Tuesday, May 2 • 10:45AM - 12:00PM

12:00PM

Tuesday, May 2 • 12:00PM - 1:00PM

1:00PM

Client Portal and iPad App Continued

1:00PM - 2:00PM

Client Portal and iPad App Continued

In this session, you will learn how to:

  • Create online content for your clients
  • Build client views to give access to reports
  • Use clients and households to build a presence online
  • Activate and configure iPad app

  Bring your own laptop to participate in this hands on workshop.

Texas Breakout 4-6

Tuesday, May 2 • 1:00PM - 2:00PM

2:00PM

Management Reporting and Composites

2:00PM - 3:00PM

Management Reporting and Composites

In this session, you will learn how to:

  • Bulk reports and custom views
  • Building composites to analzye performance of large sets of accounts

  Bring your own laptop to participate in this hands on workshop.

Texas Breakout 4-6

Tuesday, May 2 • 2:00PM - 3:00PM

2:00PM

Integrations

2:00PM - 3:00PM

In this session, you will learn about:

  • Tamarac Integrations
  • Custodian integrations
  • 3rd party integrations

  Bring your own laptop to participate in this hands on workshop.

Texas Breakout 4-6

Tuesday, May 2 • 2:00PM - 3:00PM

Advisor CRM® Track

7:30AM

Breakfast

7:30AM - 8:30AM

Foyer

Tuesday, May 2 • 7:30AM - 8:30AM

8:30AM

Managing Client Requests

8:30AM - 9:45AM

Managing Client Requests

In this session, you will learn how to:

  • Use Tasks to monitor for items due
  • Document and schedule calls with Phone Call
  • Using PING
  • Manage your activities
  • Documenting client information updates

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Tuesday, May 2 • 8:30AM - 9:45AM

9:45AM

Managing Client Relationships

9:45AM - 10:30AM

Managing Client Relationships

In this session, you will learn how to:

  • Find clients overdue for a review meeting
  • Track meeting notes within the Appointment activity and auto-populate client review dates
  • Monitor for clients that need contact
  • Monitorfor client birthdays and anniversaries
  • Use the Client Profile report to prepare for meetings

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Tuesday, May 2 • 9:45AM - 10:30AM

10:30AM

Networking Break

10:30AM - 10:45AM

Foyer

Tuesday, May 2 • 10:30AM - 10:45AM

10:45AM

Off-Boarding: Financial Accounts and Clients

10:45AM - 11:30AM

Off-Boarding: Financial Accounts and Clients

In this session, you will learn how to:

  • Track termination details for FinancialAccounts
  • Deactivate Financial Accounts
  • Understand the client off-boarding process
  • Document a change of Primary Advisor and re-assign records

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Tuesday, May 2 • 10:45AM - 11:30AM

11:30AM

Q&A Session

11:30AM - 12:30PM

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Tuesday, May 2 • 11:30AM - 12:30PM

12:00PM

Foyer

Tuesday, May 2 • 12:00PM - 1:00PM

1:00PM

Practice Management: Analyzing your Data

1:00PM - 2:30PM

Practice Management: Analyzing your Data

In this session, you will learn about:

  • Utilizing dashboards to find data
  • Using Advanced Find to rearrange columns in a view
  • Basics of Charts
  • Building your own custom dashboard

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Tuesday, May 2 • 1:00PM - 2:30PM

2:30PM

Networking Break

2:30PM - 2:45PM

Foyer

Tuesday, May 2 • 2:30PM - 2:45PM

2:45PM

Practice Management: Leveraging Advisor Xi Reporting

2:45PM - 3:30PM

Practice Management: Leveraging Advisor Xi Reporting

In this session, you will learn about:

  • Firm Valuation
  • COI Profile
  • RMD Planning
  • Net Worth

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Tuesday, May 2 • 2:45PM - 3:30PM

3:30PM

Q&A Session

3:30PM - 4:00PM

  Bring your own laptop to participate in this hands on workshop.

Dallas 5-7

Tuesday, May 2 • 3:30PM - 4:00PM
Wednesday, May 3rd Print Schedule

Use the filters above to see more sessions.

7:00AM

Registration

7:00AM - 6:00PM

Longhorn Foyer

Wednesday, May 3 • 7:00AM - 6:00PM

ERS Technology University Pre-Conference: Breakfast

7:00AM - 8:00AM

ERS Technology University Pre-Conference: Breakfast

Grapevine Ballroom B

Wednesday, May 3 • 7:00AM - 8:00AM

8:00AM

ERS Technology University Pre-Conference: Session

8:00AM - 10:30AM

ERS Technology University Pre-Conference: Session

Grapevine Ballroom B

Wednesday, May 3 • 8:00AM - 10:30AM

Tamarac Universty Consulting

8:00AM - 4:00PM

Tamarac Universty Consulting

Dallas 5-7

Wednesday, May 3 • 8:00AM - 4:00PM

9:00AM

Year in Review - Advisor View

9:00AM - 9:50AM

Year in Review - Advisor View

Every 60 days, Tamarac upgrades Advisor View with meaningful features and enhancements. In this session, we'll show you the top features we added this year and show you how to get the most out of them.

Speakers:

Ashley Dahl, AVP Product Management

Grapevine C

Wednesday, May 3 • 9:00AM - 9:50AM

10:00AM

Year in Review - Advisor View (Continued)

10:00AM - 10:50AM

Year in Review - Advisor View (Continued)

Every 60 days, Tamarac upgrades Advisor View with meaningful features and enhancements. In this session, we'll show you the top features we added this year and show you how to get the most out of them.

Speakers:

Ashley Dahl, AVP Product Management

Grapevine C

Wednesday, May 3 • 10:00AM - 10:50AM

10:30AM

Coffee Break

10:30AM - 11:00AM

Texas Pre-Function

Wednesday, May 3 • 10:30AM - 11:00AM

11:00AM

Opening General Session

11:00AM - 12:30PM

Speakers:

Jud Bergman, Chairman and CEO, Envestnet

Bill Crager, President, Envestnet

Texas Ballroom A & B

Wednesday, May 3 • 11:00AM - 12:30PM

12:30PM

Expo

Wednesday, May 3 • 12:30PM - 1:25PM

1:30PM

ERS: Organization Vision Technology Roadmap

1:30PM - 3:30PM

Business Unit Keynotes: Tamarac

1:25PM - 2:20PM

Business Unit Keynotes: Tamarac

Speakers:

Stuart DePina, Group President, Envestnet | Tamarac

Grapevine C

Wednesday, May 3 • 1:25PM - 2:20PM

ENV Technology Session: What's New With the Advisor Suite

1:30PM - 2:20PM

ENV Technology Session: What's New With the Advisor Suite

Texas 1 & 2

Wednesday, May 3 • 1:30PM - 2:20PM

ENV Technology Session: New Integration Partners and Updates

1:30PM - 2:20PM

ENV Technology Session: New Integration Partners and Updates

Texas 3 & 4

Wednesday, May 3 • 1:30PM - 2:20PM

ENV Technology Session: Data and ENVAnalytics

1:30PM - 2:20PM

ENV Technology Session: Data and ENVAnalytics

Texas 5 & 6

Wednesday, May 3 • 1:30PM - 2:20PM

2:35PM

Business Unit Keynote: Yodlee

2:35PM - 3:30PM

Business Unit Keynote: Yodlee

Speakers:

Anil Arora, Vice Chairman and CEO, Envestnet | Yodlee

Texas C

Wednesday, May 3 • 2:35PM - 3:30PM

2:45PM

Advisor Xi Integrations

2:45PM - 3:45PM

Join our resident subject matter experts as we

walk through some of the top workflows that leverage all the products in the Advisor Xi platform. This session is a great opportunity to learn best practices that leverage the deep integrations we continue to build out in the Advisor Xi platform with our broader Envestnet capabilities, as well as with our third party partners.

Speakers:

Ryan Bamert, VP Advisor View, Envestnet | Tamarac

Gopika Moolgavkar, VP Advisor Rebalancing, Envestnet | Tamarac

Rob Chateauneuf, VP Client Services, Envestnet | Tamarac

Brandon Rembe, Managing Director of Technology, Envestnet | Tamarac

Grapevine Ballroom C

Wednesday, May 3 • 2:45PM - 3:45PM

3:30PM

Afternoon Break

3:30PM - 4:15PM

Expo

Wednesday, May 3 • 3:30PM - 4:15PM

4:00PM

General Session 

4:00PM - 5:15PM

Texas Ballroom A & B

Wednesday, May 3 • 4:00PM - 5:15PM

5:15PM

General Session - Gary Kasparov

5:15PM - 6:00PM

General Session - Gary Kasparov

Texas Ballroom A & B

Wednesday, May 3 • 5:15PM - 6:00PM

6:15PM

Welcome Reception

6:15PM - 7:45PM

Expo

Wednesday, May 3 • 6:15PM - 7:45PM

7:30PM

Wednesday, May 3 • 7:45PM
Thursday, May 4th Print Schedule

Use the filters above to see more sessions.

7:45AM

Breakfast

7:45AM - 8:45AM

Expo

Thursday, May 4 • 7:45AM - 8:45AM

9:00AM

Tamarac Platform Roadmap

9:00AM - 10:00AM

Tamarac Platform Roadmap

Join Tamarac's Managing Director of Technology, Brandon Rembe, as we walk through our top technology initiatives and product roadmap for the next 12 months.

Speakers:

Brandon Rembe, Managing Director of Technology, Envestnet | Tamarac

Product:

Tamarac Advisor Xi platform

Grapevine Ballroom C

Thursday, May 4 • 9:00AM - 10:00AM

ENV Technology Roadmap

9:00AM - 10:00AM

Speakers:

Blake Wood, SVP, Director of Program Innovation, Envestnet

Molly Pandya, SVP, Product Development, Envestnet

Texas Ballroom A & B

Thursday, May 4 • 9:00AM - 10:00AM

10:15AM

Investment Session:  Rates Haven't Gone Up. Now What? Positioning Your Fixed Income Portfolio in a Lower-for-Longer Environment

10:15AM - 11:15AM    

This session offers CE credit

Investment Session:  Rates Haven't Gone Up. Now What? Positioning Your Fixed Income Portfolio in a Lower-for-Longer Environment

 This session offers CE credit

Texas 5 & 6

Thursday, May 4 • 10:15AM - 11:15AM

Investment Session: Factor Investing - A New Opportunity for Alpha?

10:15AM - 11:15AM    

This session offers CE credit

Investment Session: Factor Investing - A New Opportunity for Alpha?

Presenters:

Michael Gebhardt

 This session offers CE credit

Texas 5 & 6

Thursday, May 4 • 10:15AM - 11:15AM

Practice Management Session

10:15AM - 11:15AM

ENV Technology Session:  Demo and Update on the Latest in the Envestnet Investor Suite

10:15AM - 11:15AM

ENV Technology Session:  Demo and Update on the Latest in the Envestnet Investor Suite

Texas 1 & 2

Thursday, May 4 • 10:15AM - 11:15AM

ENV Technology Session:  Portfolio Management Tools on the Envestnet Advisor Suite

10:15AM - 11:15AM

ENV Technology Session:  Portfolio Management Tools on the Envestnet Advisor Suite

Texas 3 & 4

Thursday, May 4 • 10:15AM - 11:15AM

Tamarac: Data Mining - Building Flexible and Customized Tools for Business Management

10:15AM - 11:15AM

Tamarac: Data Mining - Building Flexible and Customized Tools for Business Management

We'll take a deep dive into using Custom Views in Advisor View and show you how to optimize many of your regular business management tasks.

In this session, you'll learn how to:

  • Custom Views Overview
  • Obtaining more meaningful results from your saved searches
  • Real-Life Examples of Custom Views for various search types
  • Utilizing the Data Mining capabilities of Custom Views
  • Custom Views for management-level reporting
Presenters:

Reed Roy-Byrne, AVP Advisor View, Envestnet | Tamarac

Grapevine A

Thursday, May 4 • 10:15AM - 11:15AM

Tamarac: Year in review - Advisor Rebalancing

10:15AM - 11:15AM

Tamarac: Year in review - Advisor Rebalancing

Every 60 days, Tamarac upgrades Advisor Rebalancing with meaningful features and enhancements. In this session, we'll show you the top features we added this year and show you how to get the most out of them.

In this session, we'll cover:

  • How to view your options and short positions in the context of a rebalance
  • Additions to rebalance preferences as it relates to default buy orders
  • Modeling flexibility with zero target rank based models
  • Greater control over what trades are recommended when performing directed trades
Presenters:

Brian Harlan, Product Manager, Envestnet | Tamarac

Kate Sullivan, Product Manager, Envestnet | Tamarac

Product:

Advisor Rebalancing

Grapevine 1+2

Thursday, May 4 • 10:15AM - 11:15AM

Tamarac: Advanced Finds, Charts & Dashboards 101

10:15AM - 11:15AM

Tamarac: Advanced Finds, Charts & Dashboards 101

Every 60 days, Tamarac upgrades Advisor CRM with meaningful features and enhancements. In this session, we'll show you the top features we added this year and show you how to get the most out of them.

In this session, we'll highlight:

  • Create Households in Advisor View
  • Financial Accounts can be assigned automatically
  • Sync closed date and find closed financial accounts
  • Service Team information syncs between Advisor View and Advisor CRM
  • Beneficiary report
Presenters:

Rob Chateauneuf, VP Client Services, Envestnet | Tamarac

Grapevine 3+4

Thursday, May 4 • 10:15AM - 11:15AM

11:15AM

Morning Break

11:15AM - 11:45PM

Expo

Thursday, May 4 • 11:15AM - 11:45PM

11:45AM

Investment Session:  Impact Investing

11:45AM - 12:45PM    

This session offers CE credit

Investment Session:  Impact Investing

Demand for impact investing has grown dramatically in recent years, and advisors may be challenged to meet that emerging interest. A panel of leaders from the impact investing industry will discuss their views on current trends, opportunities for advisors, and the five components ("pillars") essential to a holistic impact investing program.

 This session offers CE credit

Dallas 5-7

Thursday, May 4 • 11:45AM - 12:45PM

ENV Technology Session: Financial Planning With Logix

10:15AM - 11:15AM

ENV Technology Session: Financial Planning With Logix

Logix combines the latest technologies with easy-to-use financial planning software to help advisors grow their business and enhance the services they provide to clients. We'll discuss the integration plans for Finance Logix, how to use the application, and how you can create a more holistic wealth management plan through the financial planning software and the Envestnet Advisor Suite.

Texas 1 & 2

Thursday, May 4 • 10:15AM - 11:15AM

Platinum Dedicated Breakout

11:45AM - 12:45PM

Platinum Dedicated Breakout

Texas 3 & 4

Thursday, May 4 • 11:45AM - 12:45PM

Investment Session: Using Strategists to Meet your Clients' Goals

11:45AM - 12:45PM    

This session offers CE credit

Investment Session: Using Strategists to Meet your Clients' Goals

Unlike traditional investments, FSPs are often designed to provide a solution to a common investment need. This panel will shed light on what is an FSP and how to combine FSPs to meet a number of investment goals. It will ultimately address: the types of FSP solutions available, how to pair FSPs with other investments, and how to identify unique solutions.

 This session offers CE credit

Dallas 5-7

Thursday, May 4 • 11:45AM - 12:45PM

Tamarac: HANDS ON: Client Portal Workshop

11:45AM - 12:45PM

Tamarac: HANDS ON: Client Portal Workshop

In this hands on session we'll show you strategies for enhancing your clients' experience with new portal views and dashboard layouts using our new tiles. We will also provide quarter end best practices and tips on managing your end client users.

In this session, we'll cover:

  • New client views
  • Managing your end clients
  • Quarter end workflows
  Bring your own laptop to participate in this hands on workshop. Presenters:

Cameron Thomas, Envestnet | Tamarac

Grapevine A

Thursday, May 4 • 11:45AM - 12:45PM

Tamarac: Best Practices for Daily Workflows

11:45AM - 12:45PM

Tamarac: Best Practices for Daily Workflows

Join us for a discussion on best practices for managing your Advisor Rebalancing application on a daily basis.

In this session, we'll cover:

  • Best Practices surrounding dashboard setup
  • Commonly used saved searches and trading workflows
  • Tips for trade reconciliation
  • Utilizing saved searches and bulk reports to audit accounts and settings
Presenters:

Travis Ray, AVP Implementation Consultant, Envestnet | Tamarac

Product:

Advisor Rebalancing

Grapevine 1+2

Thursday, May 4 • 11:45AM - 12:45PM

Advanced Finds, Charts & Dashboards 102 - Hands On

11:45AM - 12:45PM

Advanced Finds, Charts & Dashboards 102 - Hands On

In this hands on session, we'll apply what we learned in the previous 101 session to create your own Advanced Finds, charts and custom dashboard settings within your Advisor CRM enterprise.

In this session, we'll highlight:

  • Creating a multi-record Advanced Find
  • Building custom charts and dashboards
  Bring your own laptop to participate in this hands on workshop. Presenters:

Jenni Thomas, AVP Implementation, Envestnet | Tamarac

Grapevine 3+4

Thursday, May 4 • 11:45AM - 12:45PM

12:45PM

Expo

Thursday, May 4 • 12:45PM - 1:45AM

1:45PM

Investment Session:  Limits of Central Bank Stimulus

1:45PM - 2:45PM    

This session offers CE credit

Investment Session:  Limits of Central Bank Stimulus

 This session offers CE credit

Texas 5 & 6

Thursday, May 4 • 1:45PM - 2:45PM

Investment Session:  Generating Income by Leveraging Strategists

1:45PM - 2:45PM    

This session offers CE credit

Investment Session:  Generating Income by Leveraging Strategists

Income generation is a common investment goal. This panel will highlight various methods to creating income and will showcase the variety of FSP solutions available.

 This session offers CE credit

Dallas 5-7

Thursday, May 4 • 1:45PM - 2:45PM

ENV Technology Session:  How Envestnet Can Help You Meet Your Fiduciary Responsibility

1:45PM - 2:45PM    

This session offers CE credit

ENV Technology Session:  How Envestnet Can Help You Meet Your Fiduciary Responsibility

 This session offers CE credit

Texas 1 & 2

Thursday, May 4 • 1:45PM - 2:45PM

Platinum Dedicated Breakout

1:45PM - 2:45PM

Platinum Dedicated Breakout

Texas 3 & 4

Thursday, May 4 • 1:45PM - 2:45PM

Tamarac: RIA PANEL: Rebalancing Best Practices

1:45PM - 2:45PM

Tamarac: RIA PANEL: Rebalancing Best Practices

Hear from several advisors regarding the techniques they are employing across various rebalancing scenarios. Learn how several of our rebalancing power users are leveraging the system on a daily basis.

Moderators:

Dan Miller, VP Relationship Manager, Envestnet | Tamarac

Product:

Advisor Rebalancing

Grapevine 1

Thursday, May 4 • 1:45PM - 2:45PM

Tamarac: Advisor CRM User Group Discussion

1:45PM - 2:45PM

Tamarac: Advisor CRM User Group Discussion

Join other Advisor CRM users from around the country as we moderate group discussions in a “user group” format. Email us your discussion topics for this session at TamaracEvents@envestnet.com.Moderators:

Jenni Thomas, AVP Implementation Consultant, Envestnet | Tamarac

Grapevine 3+4

Thursday, May 4 • 1:45PM - 2:45PM

Tamarac: Performance Calculations

1:45PM - 2:45PM

Tamarac: Performance Calculations

In this session we'll take a deep dive into Advisor View performance calculations. We will discuss the different ways to show returns on reports and when best to use them, how our new calculation is different and best practices on maintaining your data, as well as common scenarios where based on underlying numbers it seems there is no way the total return could be true.

In this session, we'll cover:

  • TWR vs. IRR
  • New calculation vs. legacy
  • Strange but true returns
Presenters:

Peter Miars, Implementation Consultant, Envestnet | Tamarac

Grapevine A

Thursday, May 4 • 1:45PM - 2:45PM

Tamarac: Making Your Practice Paperless

1:45PM - 2:45PM

Tamarac: Making Your Practice Paperless

In this session we'll look at the various ways RIAs are leveraging the client portal to transition to a paperless practice.

Presenters:

Josh Hampton, Implementation Consultant, Envestnet | Tamarac

Grapevine 2

Thursday, May 4 • 1:45PM - 2:45PM

3:00PM

Investment Session:  The Active vs. Passive Debate: Has Passive Won?

3:00PM - 4:00PM

Investment Session:  The Active vs. Passive Debate: Has Passive Won?

Industry flows certainly suggest that investors have been voting to move money towards passive vehicles and away from active. This coincides with a shrinking number of managers that are consistently beating their stated benchmark on performance alone. Should advisors follow the trend towards passive management and define their value to end clients in other ways or can active management be used in portfolios to achieve better outcomes than with passive alone?

Speakers:

Vanguard

Ruseell

Mornignstar

Brinker or AthenaInvest

Texas 5 & 6

Thursday, May 4 • 3:00PM - 4:00PM

Practice Management Session

3:00PM - 4:00PM

Practice Management Session

Dallas 5-7

Thursday, May 4 • 3:00PM - 4:00PM

Elite Dedicated Breakout

3:00PM - 4:00PM

Elite Dedicated Breakout

Texas 3 & 4

Thursday, May 4 • 3:00PM - 4:00PM

Tamarac: Composites

3:00PM - 4:00PM

We will take a deep dive into creating and running composites at multiple levels. We will cover best practices looking at saved searches and other clever ways to use system data points to maintain composite membership.

In this session, we'll cover:

  • Group composites
  • Category composites
  • Process to upload historical composites
Presenters:

Brian Daley, VP Advisor View, Envestnet | Tamarac

Grapevine 2

Thursday, May 4 • 3:00PM - 4:00PM

Tamarac: Rebalancing Groups & Asset Location

3:00PM - 4:00PM

Tamarac: Rebalancing Groups & Asset Location

Join us as we review best practices for using rebalancing groups and asset location to more strategically manage your clients accounts in a tax efficient way.

In this session, we'll look at:

  • Best practices for setting up asset location preferences
  • Managing around SMAs
  • Handling held away accounts
  • Supporting ownership accounts
Product:

Advisor Rebalancing

Grapevine 1

Thursday, May 4 • 3:00PM - 4:00PM

Tamarac: Dialogs 201

3:00PM - 4:00PM

Learn the ins and outs of building your own automated dialogs to collect information and leverage it within Advisor CRM. This session builds on last year's Dialogs 101 and will cover variables and input arguments.

In this session, you'll learn:

  • Dialog-specific features of automated processes
  • Best practices for using variables and input arguments
Presenters:

Joy Kirkwood, AVP Implementation Consultant, Envestnet | Tamarac

Grapevine 3+4

Thursday, May 4 • 3:00PM - 4:00PM

Tamarac: Leverage Advisor Xi for Prospecting

3:00PM - 4:00PM

Tamarac: Leverage Advisor Xi for Prospecting

The functionality within Advisor Xi, and your branded client portal, provide excellent sales tools when engaging with a prospective client. In this session, we'll cover how to leverage multiple aspects of Tamarac's platform to demonstrate the high level of service your firm can provide potential clients.

In this session, we'll cover:

  • Showing prospects how their portfolio would look within your model
  • Using the client portal as a sales tool
  • Walking prospects through your proposed trades and your trading process
  • Promoting your ongoing portfolio monitoring and rebalancing abilities
Presenters:

Dave Silvia, Implementation Consultant, Envestnet | Tamarac

Grapevine A

Thursday, May 4 • 3:00PM - 4:00PM

4:00PM

Afternoon Break

4:00PM - 4:30PM

Expo

Thursday, May 4 • 4:00PM - 4:30PM

4:30PM

General Session

4:30PM - 5:30PM

Texas A & B

Thursday, May 4 • 4:30PM - 5:30PM

Tamarac: RIA PANEL: Strategies for engaging your clients via your portal

4:30PM - 5:30PM

Tamarac: RIA PANEL: Strategies for engaging your clients via your portal

In this advisor panel, we'll hear from several firms that are finding success in leverage Tamarac's client portal to better demonstrate their firm's value, drive greater efficiencies in client communications, and as a prospecting tool for new business.

In this panel we'll hear how firms are:

  • Strategies for increasing client adoption of portal
  • Leveraging the portal to demonstrate more value
  • Retaining multi-generational assets
  • How to manage small account profitably (compete with robos)
Moderators:

Curt Rouser, AVP Advisor View, Envestnet | Tamarac

Grapevine A

Thursday, May 4 • 4:30PM - 5:30PM

Tamarac: Advanced Trading Workflows

4:30PM - 5:30PM

Tamarac: Advanced Trading Workflows

Take your rebalancing and trading to the next level. In this session we'll cover several advanced trading workflows to automate your complex strategies and client needs.

In this session, we'll cover:

  • Do's and Don'ts of directed trading
  • When to use tactical rebalancing
  • Cash management workflows for daily use
  • Associated system settings
Presenters:

Ryan Sherwin, AVP Implementation Consultant, Envestnet | Tamarac

Product:

Advisor Rebalancing

Grapevine 2

Thursday, May 4 • 4:30PM - 5:30PM

Tamarac: HANDS ON: Dialogs 202

4:30PM - 5:30PM

Tamarac: HANDS ON: Dialogs 202

Take what you learned in the Dialogs 201 session and apply it hands-on by building out a multi-page dialog in your own Advisor CRM site.

In this session, you will:

  • Understand how to combine the basic features of dialogs in the process builder to build out a dialog
  • Practice using variables and input arguments in a dialog
  Bring your own laptop to participate in this hands on workshop. Presenters:

Joy Kirkwood, AVP Implementation Consultant, Envestnet | Tamarac

Grapevine 3+4

Thursday, May 4 • 4:30PM - 5:30PM

Tamarac: How to beat robo-advisors at their game

4:30PM - 5:30PM

Tamarac: How to beat robo-advisors at their game

Grapevine 1

Thursday, May 4 • 4:30PM - 5:30PM

5:30PM

Cocktail Reception

5:30PM - 7:00PM

Expo

Thursday, May 4 • 5:30PM - 7:00PM

8:00PM

Final Night Party

8:00PM - 12:00AM

Class Cactus

Thursday, May 4 • 8:00PM - 12:00AM
Friday, May 5th Print Schedule

Use the filters above to see more sessions.

7:45AM

8:45AM

Investment Session:  What is an Alpha Thesis? - Examining Market Inefficiency & Manager's Edge in Exploiting

8:45AM - 9:35AM

Investment Session:  What is an Alpha Thesis? - Examining Market Inefficiency & Manager's Edge in Exploiting

Texas 5 & 6

Friday, May 5 • 8:45AM - 9:35AM

Investment Session:  Where are the Opportunities in International Markets?

8:45AM - 9:35AM

Investment Session:  Where are the Opportunities in International Markets?

The 'new normal' of investing expects low single-digit returns for equity investors. Advisors and their investor clients are looking for returns outside the domestic US. This panel provides some strategist managers that manage global, opportunistic mandates that seek to take advantage of global opportunities. Investing globally involves more risk – these managers look for global opportunities within a risk-based framework.

Dallas 5-7

Friday, May 5 • 8:45AM - 9:35AM

ENV Technology Session:  Empowering the Essential Advisor With ENV

8:45AM - 9:35AM

ENV Technology Session:  Empowering the Essential Advisor With ENV

Texas 1 & 2

Friday, May 5 • 8:45AM - 9:35AM

ENV Technology Session:  Advisor Now

8:45AM - 9:35AM

ENV Technology Session:  Advisor Now

Advisor Now is a turnkey and fully brandable digital advice offering that automates the process of goal planning, portfolio selection, account opening, fund transfers, client communications and more. We will discuss recent development, upcoming features, and answer your questions about the Advisor Now offering.

Texas 3 & 4

Friday, May 5 • 8:45AM - 9:35AM

Practice Management Session

8:45AM - 9:35AM

Tamarac Platform Advanced Learning Track

8:45AM - 9:35AM

Tamarac Platform Advanced Learning Track

Grapevine A

Friday, May 5 • 8:45AM - 9:35AM

Tamarac: Advanced Tax Management

8:45AM - 9:35AM

Tamarac: Advanced Tax Management

Join us as we cover advanced tax management techniques available in Advisor Rebalancing.

In this session, we'll highlight:

  • Best Practices around Tax Loss Harvesting settings
  • Leveraging account level settings
  • Directed trade and saved search functionality
  • Tax loss harvesting workflows
Presenters:

Nate Johnson, Senior Consultant, Envestnet | Tamarac

Product:

Advisor Rebalancing

Grapevine 2

Friday, May 5 • 8:45AM - 9:35AM

Tamarac: Workflows 101

8:45AM - 9:35AM

Harness the power of workflow automation to automate regular business process across your organization leveraging Advisor CRM and the connected Advisor Xi suite. This session builds on Workflows 101 and will cover more extensive design and functions.

In this session, you'll learn:

  • The workflow-specific features of automated processes and the differences between workflows and dialogs
  • Best practices for designing workflows
Presenters:

Luisana Sawyer, AVP Implementation Consultant, Envestnet | Tamarac

Grapevine 3+4

Friday, May 5 • 8:45AM - 9:35AM

9:45AM

Investment Session:  Liquid Alternatives – After Years of Mediocre Performance, Why Continue Investing in Liquid Alternatives?

9:45AM - 10:35AM

Investment Session:  Liquid Alternatives – After Years of Mediocre Performance, Why Continue Investing in Liquid Alternatives?

Texas 5 & 6

Friday, May 5 • 9:45AM - 10:35AM

Investment Session:  Investment Grade and High Yield Credit: Performance Expectations in New Paradigm

9:45AM - 10:35AM

Investment Session:  Investment Grade and High Yield Credit: Performance Expectations in New Paradigm

What are the opportunities for advisors and investors in the High Yield and Bank Loan market. Three of the leading fixed income managers will discuss their views and their outlook for 2017 and beyond.

Dallas 5-7

Friday, May 5 • 9:45AM - 10:35AM

ENV Technology Session:  Implementing the Best Research Ideas on the Envestnet Advisor Suite

9:45AM - 10:35AM

ENV Technology Session:  Implementing the Best Research Ideas on the Envestnet Advisor Suite

This session will explore the wealth of information included in the Envestnet Research Center. Topics will include how to customize your experience, evaluate investment options using new charts and data, and our plans for upcoming enhancements.

Texas 1 & 2

Friday, May 5 • 9:45AM - 10:35AM

ENV Technology Session: Tools to Help You Transform Your Client Meetings

9:45AM - 10:35AM

ENV Technology Session: Tools to Help You Transform Your Client Meetings

Texas 3 & 4

Friday, May 5 • 9:45AM - 10:35AM

Practice Management Session

9:45AM - 10:35AM

Tamarac: RIA Business Intelligence

9:45AM - 10:35AM

Tamarac: RIA Business Intelligence

Grapevine 1

Friday, May 5 • 9:45AM - 10:35AM

Tamarac: Advisor Rebalancing Roundtables

9:45AM - 10:35AM

Tamarac: Advisor Rebalancing Roundtables

Join other Advisor Rebalancing users from around the country as we moderate group discussions in a “user group” format. Email us your discussion topics for this session at TamaracEvents@envestnet.com.Moderators:

Gopika Moolgavkar, VP Advisor Rebalancing, Envestnet | Tamarac

Nate Johnson, AVP Senior Consultant, Envestnet | Tamarac

Ryan Sherwin, AVP Implementation Consultant, Envestnet | Tamarac

Travis Ray, AVP Implementation Consultant, Envestnet | Tamarac

Patrick Gaul, AVP Implementation Consultant, Envestnet | Tamarac

Product:

Advisor Rebalancing

Grapevine 2

Friday, May 5 • 9:45AM - 10:35AM

Tamarac: HANDS ON: Workflows 102

9:45AM - 10:35AM

Tamarac: HANDS ON: Workflows 102

Take what you learned in the Workflows 101 session and apply it in this hands-on session, where you'll build out a multi-page workflow in your own Advisor CRM site. In this session, you will:

  • Understand how to combine the basic features of workflows in the process builder to build out a dialog
  • Practice designing and building workflows

  Bring your own laptop to participate in this hands on workshop. Presenters:

Luisana Sawyer, AVP Implementation Consultant, Envestnet | Tamarac

Grapevine 3-4

Friday, May 5 • 9:45AM - 10:35AM

10:35AM

Morning Break

10:35AM - 11:00AM

Texas Pre-Function

Friday, May 5 • 10:35AM - 11:00AM

11:00AM

General Session - Jim


Category: Advisor

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