This April at Elevate 2025, thousands of wealth management professionals will come together in Las Vegas to exchange ideas, strategies, and experiences for driving business growth.
Explore opportunities to grow your RIA practice
Join targeted sessions focusing on the mechanics of RIA growth and discover untapped opportunities for expansion in today's market.
The RIA Competitive Landscape: Trends, Outlook, and Insights
This panel discussion will delve into emerging trends in the dynamic RIA space and offer insightful perspectives on what lies ahead. Stay informed and prepared for the evolving challenges and opportunities in this competitive channel.
How a Low-Cost Managed Account Program Can Evolve Your Business
Envestnet RIA Marketplace is designed to help you scale your investment capabilities while delivering personalized portfolio management that aligns with your clients’ evolving financial goals and expectations. See first-hand how Envestnet’s RIA Marketplace can offer you a low-cost managed account solution to support your business growth.
Building a Team-Based Approach to Investing
With consolidation and competition on the rise in the financial industry, now is the time to reevaluate your practice and identify areas where you can add value. Learn strategies for implementing an efficient, scalable, and team-oriented investing approach.
Attendees can earn up to six hours of CFP and CIMA Continuing Education (CE) credit while gaining valuable insights on the latest trends and best practices.
Harness technology to help improve client outcomes
See how advisors are using wealth management technology to optimize their practices and deliver exceptional client experiences.
Envestnet | Tamarac Power User Perspectives Panel
Hear from a panel of advanced Tamarac users on how they leverage the platform to drive efficiency, enhance client service, and scale their business. Gain insights into their top strategies, automation techniques, and real-world success stories.
Platform Roadmap: Enhancements for 2025 and Beyond
Join Nate Johnson and Ryan Bamert as they review the latest enhancements to the Envestnet | Tamarac platform and what to expect in the year ahead. Envestnet | Tamarac provides portfolio and client management software that helps to empower your firm to operate with greater efficiency and profitability while delivering a superior level of service to your clients. It is used by more than 1,800 independent RIA firms, collectively managing over $5.8 trillion in assets.
Take a deeper dive into your RIA tech stack
Get a closer look at Envestnet | Tamarac’s suite of portfolio and client management software with dedicated sessions on reporting, trading, and UMA.
- Reporting: Enhance your reporting skills with advanced tools available in the Envestnet | Tamarac platform.
- Trading: Gain in-depth knowledge of trading functionalities within the Envestnet | Tamarac platform.
- UMA: Dive into managed account functionalities and maximize Envestnet | Tamarac’s capabilities.
“This event offers a unique opportunity to see our community come together, share insights, and build connections that drive real growth for advisors. Envestnet Elevate is where new partnerships are built, and the growth and success of our community truly come to life.”
Molly Weiss, Group President, Wealth Management Platform
Envestnet
Connect with us
From strategies for driving growth to partnership possibilities, there’s countless reasons to attend Elevate 2025. As one of the top industry conferences recognized by Investopedia, Kitces, and SmartAsset, Elevate is designed to give advisors the tools, insights, and connections they need to build and scale their practice.
This year’s event features impactful discussions on building a high-net-worth practice and industry trends, actionable breakouts, interactive demos, and unrivaled networking opportunities. It’s only natural that the theme is All In.
Mark your calendar for April 9-10, and get ready to hear some of the industry’s most disruptive thought leaders share their perspectives on the future of wealth management and technology, complemented by hands-on practice management sessions to advance your business.
View the full agenda and register for Envestnet Elevate 2025 at https://www.envestnet.com/event/elevate/
