Unlocking Scale: How RIAs Use Envestnet & Tamarac to Streamline, Serve, and Grow

1 CFP / IWI / CFA CE Credit

Unlocking Scale: How RIAs Use Envestnet & Tamarac to Streamline, Serve, and Grow

February 17, 2026 – 1:00PM

RIA firms today face a shared challenge: sustaining growth while ensuring advisors have more time to focus on what matters most—building deeper, more meaningful client relationships. To do so, firms are seeking scalable ways to serve clients efficiently and reduce the operational burden that slows advisors down.

In this session, a panel of peer RIA leaders will share real-world examples of how they’re leveraging the flexibility of the Envestnet and Tamarac platforms to:

• Free up advisor capacity by offloading non–client-facing, non–value-added portfolio management and trading tasks
• Deliver scalable service models across client segments, including smaller accounts
• Enhance support for high-net-worth clients with advanced tax, portfolio management, and investment capabilities
• Build efficient operational structures that drive scale without sacrificing personalization

Designed to provide actionable takeaways, this conversation will explore the challenges panelists faced, the strategies they adopted, and the specific Envestnet and Tamarac capabilities they implemented—along with the measurable impact on growth, client experience, and advisor productivity. A live Q&A will follow.

Speakers

Sean Meighan

Head of RIA Distribution Envestnet

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.

Michael Young

President and Managing Partner Integrated Advisors Network

Michael lives for the feeling of knowing that he is leaving something better than he found it. As a self-professed Professional Plate Spinner, Michael heads up day-to-day operations, which could include finance, IT, trading and technology support, and general problem-solving minute-to-minute. An Emory University alumnus with a background and expertise in operations, Michael knows that the Integrated advisors lean on his critical thinking and reliable problem-solving credentials.

The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time. The asset classes and/or investment strategies described may not be suitable for all investors and investors should consult with an investment advisor to determine the appropriate investment vehicle. Investment decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon and risk tolerance. The statements herein are based upon the opinions of Envestnet and third party sources. Information obtained from third party resources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. © 2026 Envestnet, Inc