At our recent Envestnet Advisor Summit On-Demand, thousands of advisors from around the country joined our virtual conference for thought-provoking mainstage presentations, targeted breakout sessions, and powerful technology demos. The RIAs who attended our virtual event were inspired by sessions on making financial wellness a reality, opportunities driven by technology and data, and how an integrated approach to goals-based planning can enhance client relationships.

Here are the top five 2021 Advisor Summit On-Demand sessions that resonated most with RIAs:

  1. The Intelligent Financial Life. Bill Crager, Envestnet’s CEO, shared his vision for financial wellness and why our industry needs to connect and expand the ecosystem of solutions we offer consumers.
  2. Financial Wellness Solutions Roadmap. Dana D’Auria, Envestnet’s Co-CIO, and Tom Sipp, Envestnet’s Group Head of Solutions, walked through our financial wellness roadmap and solutions to help RIAs cut through the clutter and simplify financial decisions.
  3. Analytics and the Envestnet Recommendations Engine to Grow Business. Farouk Ferchichi, Envestnet’s Chief Data and Analytics Officer, and Stuart DePina, Envestnet’s President, discussed the impact of analytics in the financial services industry and how analytics can provide RIAs with opportunities to engage.
  4. Goals-based Planning to Assess Client Needs and Goals. The MoneyGuide team hosted sessions on the value of goals-based planning and new ways to better identify client goals and drive goals-based planning conversations.
  5. Essential Technology to Drive Processes, Differentiate, and Achieve Scale. The Envestnet | Tamarac team shared the latest tech innovations, including a session on the Tamarac Roadmap and how RIAs can hyper-personalization at scale with our UMA solution that combines Tamarac Trading and Reporting with our managed account and research capabilities.

Access Advisor Summit On-Demand Content Now

Check out these Advisor Summit On-Demand sessions and more. Visit Envestnet Advisor Summit On-Demand today to get started.

Want to learn more about how Envestnet | Tamarac can help you differentiate your firm and deliver value in a way that positions your clients for success? Visit or give us a call at 866-525-8811.

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