The Next Era of Tamarac: Client Perspectives on Growth, Innovation & Efficiency – Envestnet – 9.30.26

Envestnet - Upcoming - The Next Era of Tamarac Client Perspectives on Growth, Innovation & Efficiency

Overview:
Title: The Next Era of Tamarac: Client Perspectives on Growth, Innovation & Efficiency
Date: Wednesday, September 30, 2026
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Join us for a conversation on how leading advisory firms are leveraging technology to drive growth, improve efficiency, and deliver a more scalable client experience.

Hear firsthand perspectives from Lawrence Pizzella of Aria Wealth Management, Patrick Rudy of JPL Wealth Management, and Sam Miller of Signature Estate & Investment Advisors (SEIA), as they discuss how their firms are evolving their technology strategies to support growth and operational excellence.

Topics will include:

  • Firm growth priorities and the role technology plays in scaling advisory businesses
  • Leveraging the Envestnet and Tamarac platforms to improve advisor and operational efficiency
  • Experiences utilizing the Envestnet’s RIA Marketplace and partner integrations
  • How firms are using Custom Model Solutions (CMS) and Proprietary Home-Office Model Solutions (PHOMS) to support investment management and client outcomes
  • A look at upcoming Tamarac innovations, including Report Studio and MoneyGuide integration

Whether you’re looking to enhance operational efficiency, modernize your technology stack, or explore new ways to deliver personalized client experiences, you’ll gain practical insights from firms putting these solutions into action today.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Jesse Nichols Jesse Nichols Senior Director, RIA Business Development Envestnet

Lawrence Pizzella Lawrence Pizzella CEO & Managing Director Aria Wealth Management

As CEO, Lawrence leads Aria Wealth Management’s investment strategy with a focus on delivering disciplined, long-term growth for our clients. He works closely with our team to ensure every portfolio is thoughtfully constructed and aligned with each client’s unique goals and risk tolerance.
Patrick Rudy Patrick Rudy Co-Founder & Partner JPL Wealth Management

Patrick Rudy is a co-founder and advisor at JPL Wealth Management, where he dedicates himself to helping clients navigate their financial journeys. His expertise lies in crafting, implementing, and overseeing comprehensive financial plans that are as unique as the individuals he serves. Embracing a holistic approach, he ensures that each investment and planning decision aligns with his clients’ overarching life goals.
Sam Miller Sam Miller EVP of Investment Strategy Signature Estate & Investment Advisors (SEIA)

Sam Miller is EVP, Investment Strategy at Signature Estate & Investment Advisors (SEIA), where he oversees a $36 billion investment platform serving financial advisors nationally. His focus spans portfolio construction, tax aware investing, and alternatives.
Patrick Gaul Patrick Gaul Sales Engineer Director Envestnet