Our content
Agenda at-a-glance
This year, we’re focusing our content on five different tracks, focused on the most common challenges and solutions our clients face.
Elevate 2025
Focusing on
- Uncover Platform Best Practices
- Build a High-Net-Worth Practice
- Deliver Personalized Portfolios at Scale
- Explore Opportunities to Grow Your Business
- Understand Industry Trends (and get CE credits!)
Tuesday, April 8, 2025
Pre-conference sessions:
- High-Net-Worth Practice Management Workshop
- RIA User Group Workshop (For Envestnet | Tamarac clients)
- Envestnet Women’s Forum
- Envestnet | Tamarac University
Wednesday, April 9, 2025
- Keynotes, breakout sessions, and trainings
Thursday, April 10, 2025
- Keynotes, breakout sessions, and trainings
- FINAL NIGHT PARTY
Friday, April 11, 2025
- Recommended departure day
Elevate 2025
Actionable breakouts, incredible keynotes, and unrivaled networking to help optimize your business and client relationships.
