Acumen Attends Envestnet/Tamarac Conference in Las Vegas

Three team members—Shawna McCoy, Paul Johnson, and Ashley Nichols—attended Envestnet/Tamarac’s conference in Las Vegas that focused on technology, operations and client service.

Here’s a quick snapshot of what we learned and how it benefits our clients:

Smarter Tools, Better Service: We received hands-on training in our reporting system, including recent upgrades that help us work more efficiently behind the scenes—freeing up more time to focus on you.
A Deeper Dive into Envestnet: We explored the broader Envestnet ecosystem, gaining a clearer understanding of how its interconnected tools support our planning, investment, and reporting capabilities.
More Opportunities Ahead: Enhancements are coming that may give our clients access to more managed funds.
New Client Portal Coming Soon: Tamarac is rolling out a modernized client portal this year.
Looking to the Future: We got a first look at upcoming software developments that aim to boost efficiency and continually improve our client’s overall experience.

Envestnet/Tamarac’s theme this year was, “All in”:

On expanding partnerships
On helping improve outcomes
On driving productivity and growth
On building lasting wealth
On a future of possibilities
On delivery on platforms

We’re always looking ahead to better serve you!