SEATTLE, Nov. 13, 2012
/PRNewswire/ -- Envestnet | Tamarac™, a division of Envestnet,
Inc. (NYSE: ENV), a leading provider of integrated web-based
portfolio and client management software for independent advisors
and wealth managers, has announced an expansion of its popular
Tamarac University program to include an online option for RIAs
covering its entire curriculum.
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)
More than 2,000 advisors have attended Tamarac University's
two-day program, and several attend repeatedly, both to build
expertise and to network with colleagues from other best-managed
firms around the country. Classes typically take place in
Seattle, or at the RIA firm's
office. Now, advisors who want Tamarac training have a third
option: Tamarac University Online allows advisors to engage in a
self-paced training regimen with access to all the same content and
resources as those attending classroom sessions in person. To keep
pace with Tamarac's constant innovation, the curriculum is updated
and enhanced every 60 days.
"Tamarac University is a comprehensive curriculum that provides
advisors with real insights into mission-critical aspects of their
business operations," said Stuart
DePina, Group President, Envestnet | Tamarac. "Adding
an online option makes our training program even more accessible to
advisory firms of every size."
Tamarac University Online covers use of Tamarac's Advisor
Rebalancing®, Advisor View™ and Advisor CRM® software in a series
of short interactive videos. Each video is designed to assist
advisors with implementing these software solutions to create basic
and advanced models, set up allocation strategies, rebalance
portfolio, automate loss harvesting strategies, execute directed
trades, build custom reports and perform dozens of other important
tasks.
"The curriculum has steadily evolved to the point where we are
confident that it is readily understandable and accessible to
first-time users, whether they attend an in-person session or
access the information online," said DePina. "The introduction of
Tamarac University's online offering presents a third option that
advisors can leverage in learning how to more efficiently manage
their operations."
Graduates of Tamarac University, whether in-person or online,
can use the Tamarac Online Help and Training Center to refresh
their knowledge of any part of the curriculum Advisors who study
online always have the option of augmenting their knowledge by
attending a classroom session.
ABOUT ENVESTNET (NYSE: ENV)
Envestnet, Inc. (NYSE:
ENV) is a leading provider of technology-enabled wealth management
solutions to investment advisors. Envestnet's Advisor Suite®
software empowers advisors to better manage client outcomes and
strengthen their practice. Envestnet offers advanced portfolio
solutions through its Portfolio Management Consultants Group,
Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing,
reporting and practice management software. Envestnet | Prima
provides institutional-quality research and due diligence on
investment and fund managers. Envestnet | Vantage™ gives advisors
an in-depth view of clients' investments, empowering them to give
holistic, personalized advice.
For more information on Envestnet, please visit
www.envestnet.com.
Media
Jami Schlicher,
JCPR
(973)
850-7309
jschlicher@jcprinc.com
SOURCE Envestnet, Inc.