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Envestnet Workshop

Brought to you by your local Investment Operations

Tuesday, August 29, 2017 from 8:00 AM to 5:00 PM (CDT)

Ticket Information

Type End Quantity
General Admission 3d 13h 12m Free  

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Event Details

United Capital/Envestnet

Workshop

 

Aug 29th

You asked for it and here it is!! Over the last several months there has been requests to have a workshop to go into detail around Envestnet processes. This is your opportunity to experience Envestnet in a new way to get the inforamtion you need.


WHAT IS IT?

Envestnet's Training and Service departments will be offering a workshop around the Envestnet platform.  This one day event will be focused on providing training on the Envestnet platform, relative to the United Capital Experience including:


  • Performance Calculations
  • Custom reporting
  • Benchmarks and building custom benchmarks
  • Billing Overview with calculations
  • Submitting service requests


WHO SHOULD ATTEND?

This workshop is intended for the following roles interested in receiving additional training relative to Envestnet platform.

  • Directors of Operations

  • Relationship Managers


WHERE WILL IT BE HELD?

Envestnet workshop will be conducted in our training facility at the Dallas Hub.

Address:

125 E John Carpenter Frwy

Suite 1200

Irving, TX 75062

 

ADDITIONAL INFORMATION

**Please note, travel expenses including hotel, airfare and some meals are the expense of the Regional Office or attendee/adviser.**

 

Space is limited and is first come, first serve, so register now! 

Have questions about Envestnet Workshop? Contact Brought to you by your local Investment Operations

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When & Where


Dallas Dhub Olympic training room
125 E John Carpenter
Suite 1200
Irving, TX 75062

Tuesday, August 29, 2017 from 8:00 AM to 5:00 PM (CDT)


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