Building a Growth-Ready RIA: Evaluating Your Technology Stack and Operating Model – Envestnet – 7.28.26

Summary:

As RIAs look to scale, technology plays a critical role in driving efficiency, capacity, and growth. Join Envestnet and Datos Insights for a discussion on the trends reshaping today’s RIA landscape, common operational challenges, and key considerations for evaluating your technology stack.

You’ll learn how leading firms are identifying technology gaps, modernizing their infrastructure, and building scalable operating models that support long-term growth. We’ll also demonstrate how Tamarac helps firms connect portfolio management, trading, reporting, CRM workflows, and client experience tools within a unified ecosystem.

Key takeaways include:

• Trends reshaping the RIA industry
• Common operational and technology challenges—and how firms are addressing them
• A framework for evaluating and modernizing your technology stack
• Best practices for building a scalable operating model
• A look at Tamarac’s integrated platform in action

Whether you’re exploring new technology or benchmarking your current approach, you’ll leave with practical insights to help position your firm for future growth.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Sean M. Meighan is Head of RIA Distribution and a financial services leader with 15+ years of experience driving advisory platform growth and innovation. He has led major transformations, built high performing revenue platforms, and scaled advisory businesses at Atria Wealth Solutions and Lincoln Financial. Sean holds an MBA from the University of New Hampshire.

William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well as private banking and trust.

Will’s research and consulting work is informed by more than more than two decades of industry experience. Prior to joining Datos Insights, Will led wealth and asset management in the U.S. and the U.K. at Celent, a division of Oliver Wyman, before launching separate advisor- and investor-focused research practices at Javelin Strategy & Research. Prior to those roles, Will spent many years in product and segment management at BBVA Compass, where he helped guide the introduction of a pioneering managed-accounts platform and the expansion of banking and investments services targeting high-net-worth and institutional investors.

An authority on digital advice delivery, Will has been widely quoted in the trade press as well as in publications such as the Financial Times and The Wall Street Journal. He is also a frequent speaker at industry conferences and gatherings. In his spare time, Will is an avid runner and reader of history.

Will holds a Bachelor of Arts from Harvard College.