WisdomTree Model Portfolios Now Available Through Envestnet Wealth Management Platform
July 25 2017 - 9:00AM
WisdomTree Investments, Inc. (NASDAQ:WETF), an exchange-traded fund
(“ETF”) and exchange-traded product (“ETP”) sponsor and asset
manager driven by research and technology, today announced
WisdomTree’s model portfolios will now be available on the
Envestnet Wealth Management platform. Envestnet, Inc. (NYSE:ENV) is
the leading provider of intelligent systems for wealth management
and financial wellness.
WisdomTree’s model portfolios utilize proven WisdomTree and
non-WisdomTree ETFs in order to provide investors with alpha
generating strategies in a cost-efficient manner. Outside of
strategist fees, the underlying expense ratios for the model
portfolios begin at 0.10%.
“We are pleased to be working with Envestnet to add WisdomTree’s
model portfolios into its wealth management platform. Through the
platform, advisors and ultimately their clients, will now have
access to WisdomTree’s unique model portfolios which incorporate
both asset allocation and ETF selection, further
demonstrating our commitment to innovation," said Luciano
Siracusano, WisdomTree’s Chief Investment Strategist.
“We are delighted to be the premiere platform to launch
WisdomTree’s model portfolios,” Estee Jimerson, Managing Director,
Head of Asset Manager Distribution and Engagement at Envestnet. “As
of June 30, 2017, our network services more than 55,000 advisors,
almost 6 million investor accounts, and over $1.1 trillion in total
platform assets.”
“From a technology standpoint, we are providing the tools and
guidance advisors need to operate an efficient practice and empower
their clients. The expansion of our platform to include
WisdomTree’s model portfolios further demonstrates our central
mission—helping financial advisors deliver high-quality,
personalized, and holistic wealth management services in the most
cost- and tax-efficient way possible,” Jimerson continued.
About WisdomTree WisdomTree Investments, Inc.,
through its subsidiaries in the U.S., Europe, Japan and Canada
(collectively, “WisdomTree”), is an exchange-traded fund (“ETF”)
and exchange-traded product (“ETP”) sponsor and asset manager
headquartered in New York. WisdomTree offers products
covering equities, fixed income, currencies, commodities and
alternative strategies. WisdomTree currently has
approximately $45.5 billion in assets under management
globally. For more information, visit our Investor Relations
website.
WisdomTree® is the marketing name for WisdomTree Investments,
Inc. and its subsidiaries worldwide.
About Envestnet Envestnet, Inc. (NYSE:ENV) is
the leading provider of intelligent systems for wealth management
and financial wellness. Envestnet’s unified technology enhances
advisor productivity and strengthens the wealth management process.
Envestnet empowers enterprises and advisors to more fully
understand their clients and deliver better outcomes.
Envestnet enables financial advisors to better manage client
outcomes and strengthen their practices. Institutional-quality
research and advanced portfolio solutions are provided through
Envestnet | PMC, our Portfolio Management Consultants group.
Envestnet | Yodlee is a leading data aggregation and data analytics
platform powering dynamic, cloud-based innovation for digital
financial services. Envestnet | Tamarac provides leading
rebalancing, reporting, and practice management software for
advisors. Envestnet | Retirement Solutions provides an integrated
platform that combines leading practice management technology,
research, data aggregation and fiduciary managed account
solutions.
More than 55,000 advisors and 2,500 companies including: 16 of
the 20 largest U.S. banks, 38 of the 50 largest wealth management
and brokerage firms, over 500 of the largest Registered Investment
Advisers, and hundreds of Internet services companies, leverage
Envestnet technology and services. Envestnet solutions enhance
knowledge of the client, accelerate client on-boarding, improve
client digital experiences and help drive better outcomes for
enterprises, advisors and their clients.
For more information on Envestnet, please
visit www.envestnet.com and follow @ENVintel.
WisdomTree Contact Information
Media Relations
WisdomTree Investments, Inc.
Jessica Zaloom / Kylie Scott
+1.917.267.3735 / +1.917.267.3860
jzaloom@wisdomtree.com / kscott@wisdomtree.com
Investor Relations
WisdomTree Investments, Inc.
Jason Weyeneth, CFA
+1.917.267.3858
jweyeneth@wisdomtree.com
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