RIA Roadshow Boston
Join us for an exclusive opportunity designed specifically for Envestnet Tamarac clients like you.

This one-day session will include updates on our roadmap, user group-style conversations, and expert insights on how Envestnet can help support and elevate your business.

What to Expect:
Here’s what you can expect:
     · Get a first-hand look at the latest updates to the platform and what’s coming
     · Hear how fellow advisors are driving growth and efficiency with Envestnet Tamarac
     · Network with other RIAs and meet directly with leaders from Envestnet

Don’t miss your opportunity to be part of the discussion. Click below to reserve your spot. Space is limited!

We look forward to seeing you in Boston! If you have any questions, please contact [email protected] .
Date
May 4, 2026
Location
Fidelity Office
245 Summer St
Boston, MA 02210
Registration Deadline
April 17, 2026
Agenda
Monday, May 4
8:30 AM 
Registration & Light Breakfast
9:00 AM 
Welcome & Opening Remarks
9:15 AM 
RIA Strategic Update
9:45 AM 
Tamarac Roadmap Highlights - Part 1
10:45 AM
Break
11:00 AM
Tamarac Roadmap Highlights - Part 2
12:15 PM
Lunch
1:00 PM
Peer Insights & Tamarac Best Practices
2:00 PM
Featured Topic: AI & Insights
2:45 PM
Open Mic Session: Feedback & Development Ideas
3:30 PM
Closing Remarks & Networking Reception
Agenda is subject to change
 Join us on May 4
We look forward to seeing you!

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