WINNIPEG, TORONTO, MONTREAL, and CHICAGO, Dec. 14,
2021 /PRNewswire/ -- Wellington-Altus Financial Inc.
(Wellington-Altus), the number-one
wealth advisory company in Canada*, and Envestnet, Inc., a leading
provider of intelligent systems for wealth management, announce a
strategic partnership to provide Wellington-Altus advisors with access to a
unified financial wellness ecosystem supporting intelligently
connected advisor and client experiences.
"We're forging ahead at tremendous speed and Envestnet's
innovative ecosystem of portfolio management tools will
future-proof our business as we continue to attract top-tier
advisors and deliver the gold standard in client services," said
Shaun Hauser, Founder &
President, Wellington-Altus.
"We're all about enabling our advisors and I am confident that they
will feel the impact of this new technology daily."
Once the firm migrates to the Envestnet ecosystem, advisors and
portfolio managers will have access to in-depth data analytics from
Envestnet's Enterprise Portal, enabling them to deliver
data-driven, hyper-personalized financial plans and advice. In
addition, Envestnet's unified managed account platform streamlines
the integration of third-party discretionary accounts into
diversified global portfolios. For more information, please visit
https://www.envestnet.com/products/uma.
"We consistently seek to provide more advisors across
North America with the data,
solutions, and technology they need to empower their clients to
live an Intelligent Financial Life™," said Louis
D'Addario, Managing Director and Head of Institutional Business
Development, Envestnet. "The capability to help clients understand
the impact of what they spend today on what they save tomorrow, and
incorporate tailored investment strategies that can help them
improve short- and long-term outcomes, is an asset as Wellington-Altus continues to thrive in this
ever-changing industry."
As Wellington-Altus surpasses
$20 billion in assets under
administration, the firm continues to grow exponentially and build
on a track record of leading with innovation and prioritizing
clients' needs above all else.
"Our team of advisors and portfolio managers want sophisticated,
tailored solutions that deliver end-to-end value to their practice
and clients," said Danny Stoller,
Chief Operating Officer, Wellington-Altus. "It's important to us that
our team is empowered with the best technology on the market, and
that is what Envestnet brings to the table. What we're building
with Envestnet will significantly level up our capabilities as a
firm."
Wellington-Altus and Envestnet
are now working to implement the bespoke platform.
About Wellington-Altus Financial Inc.
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to
Wellington-Altus Private Counsel and Wellington-Altus Private
Wealth—the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies. With more
than $20 billion in assets under
administration and offices across the country, Wellington-Altus identifies with successful,
entrepreneurial advisors and portfolio managers and their
high-net-worth clients.
*Investment Executive 2021 Brokerage Report Card.
To find out more about Wellington-Altus, please visit
https://www.wellington-altus.ca/.
About Envestnet
Envestnet refers to the family of operating subsidiaries of the
public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is
transforming the way financial advice and wellness are delivered.
Our mission is to empower advisors and financial service providers
with innovative technology, solutions, and intelligence to make
financial wellness a reality for everyone. Nearly 108,000 advisors
and more than 6,000 companies—including 17 of the 20 largest U.S.
banks, 46 of the 50 largest wealth management and brokerage firms,
over 500 of the largest RIAs, and hundreds of FinTech
companies—leverage Envestnet technology and services that help
drive better outcomes for enterprises, advisors, and their
clients.
For more information, please visit www.envestnet.com, subscribe
to our blog, and follow us on Twitter (@ENVintel) and LinkedIn.
For Further Information:
Sara Howe
Senior Manager, Communications
Wellington-Altus Private Wealth
T.
647.966.7112
sara.howe@wellington-altus.ca
Dana Taormina
JConnelly for Envestnet
T. 973.647.4626
dtaormina@jconnelly.com
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SOURCE Envestnet, Inc.; Wellington-Altus Financial Inc.