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

Join us in Raleigh, NC on November 10-11 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.

We look forward to seeing you in Raleigh! If you have any questions, please contact [email protected] .
Date
November 10-11, 2026
Location
Envestnet|Tamarac Raleigh Office
2nd Floor Lounge
621 Hillsborough Street
Raleigh, NC 27603
Parking Details
Please park in the Bloc 83 Parking Deck, located at:
701 Hillsborough Street
Raleigh, NC 27603
 
The parking deck entrance is located off Hillsborough Street, between Boylan Avenue and St. Mary’s Street. Be sure to bring your parking ticket with you so we can validate your parking at the meeting.

Registration Deadline
October 30, 2026
Agenda
Tuesday, November 10 - Tamarac Reporting
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 & Networking Reception
Reporting Training Topics include: Report Studio, New Accounts and Securities Workflow, Reporting Workflows and Performance, Billing, Client Portal, Alternatives Reporting 
Wednesday, November 11 - 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 November 10-11
We look forward to seeing you!

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