Envestnet | Tamarac University
Turn Tamarac into a competitive advantage by maximizing the full potential of your platform.

Join us in Denver, Colorado on October 13–14 for two days of hands-on training built for RIA teams ready to stop leaving time (and functionality) on the table. Whether your team leans on Reporting, Trading, or both, you'll leave with the skills to work faster, reduce manual cleanup, and give your clients a more polished experience.

Here's what you'll walk away with:

- Time back in your week — streamline reporting and trading workflows so your team spends less time on manual workarounds and more time on client relationships
- Fewer errors, more confidence — best practices straight from the experts who've onboarded and consulted thousands of RIA firms just like yours
- Functionality you didn't know you had — uncover features and shortcuts already built into your platform that most users never touch
- A network of peers solving the same problems — collaborate in a classroom setting with advisors and operations leaders facing your same challenges

Seats are limited. Reserve yours today and give your team the skills to get more out of the tools you're already paying for.

If you are in need of a hotel for this programming, we recommend Hotel Clio as it is nearby.

We look forward to seeing you in Denver! Questions? Reach out to [email protected]. 
Date
October 13-14, 2026
Location
Janus Henderson Office
151 Detroit St
Denver, CO 80206
Registration Deadline
October 6, 2026
Agenda
Tuesday, October 13 - Tamarac Reporting
8:00 AM 
Registration
8:30 AM 
Welcome & Opening Remarks
8:45 AM 
Morning Session
12:15 PM 
Working Lunch featuring Janus Henderson
Amplifying Human Intelligence: How Wealth Advisory Teams Can Use AI to Elevate Creativity, Critical Thinking, Organization, and Adaptability
This practical session explores how wealth advisory teams can use AI as a strategic partner to enhance creativity, strengthen decision-making, improve organization, and increase adaptability. Attendees will learn how AI can help reduce administrative tasks, surface insights more efficiently, and create more time for meaningful client engagement and strategic planning.
1:00 PM
Afternoon Session
5:00 PM
Closing Remarks & Networking Reception
Reporting Training Topics include: Report Studio, New Accounts and Securities Workflow, Reporting Workflows and Performance, Billing, Client Portal, Alternatives Reporting 
Wednesday, October 14 - Tamarac Trading
8:00 AM
Registration
8:30 AM
Welcome & Opening Remarks
8:45 AM
Morning Session
12:15 PM
Lunch
1:00 PM
Afternoon Session
5:00 PM
Closing Remarks
Trading Training Topics include: Model Setup, Global Security Settings, Rebalancing Groups and Asset Location, Account Setup and Cash Management, Rebalance Workflow, Advanced Rebalancing
Agenda is subject to change
 Join us on October 13-14
We look forward to seeing you!

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