Premier Industry Event Spotlights New
Insights, Technology & Solutions that Create a Unified and
Unrivaled Financial Wellness Ecosystem
BERWYN,
Pa., May 11, 2022 /PRNewswire/ -- The 2022
Envestnet Advisor Summit – Envestnet's premier industry event – is
currently underway at the Charlotte Convention Center in Charlotte, NC., this year connecting more than
2,000 attendees in-person from across the country. The event
spotlights the many new innovations and investments Envestnet has
made to fuel its ecosystem, including value-add solutions, efforts
to modernize the digital marketplace, and ways the firm is opening
its ecosystem to even more providers.
"Envestnet is delivering a uniquely scaled digital and data
driven ecosystem to enable the industry to meet the rapidly
evolving needs of the consumer towards a hyper-personalized,
intelligently connected financial life," said Bill Crager, Co-Founder and CEO of
Envestnet. "We couldn't be more excited to come together with
our advisors and partners at this year's Advisor Summit to
demonstrate our focus on innovation and the continued evolution of
this ecosystem through new technology, solutions and intelligence.
The new digital and data-driven experiences we're providing offer a
holistic approach to wealth and drive client engagement and action
– transforming not only advisors' practices, but the entire
industry."
Innovations and announcements being unveiled at Envestnet's
Advisor Summit include:
Truelytics Acquisition: In keeping with Envestnet's
strategy to further connect its ecosystem by creating
transformative progress for advisors and their clients, the company
announces its acquisition of Truelytics, an Advisor Transition
Management platform and the first end-to-end data-driven system to
help wealth management and insurance enterprises attract, grow, and
retain advisory businesses, while also reducing the costs related
to advisor transitions. The Truelytics platform combines Envestnet
data, analytics, and wealth technology to further support advisors
across the ecosystem. Terms of the deal were not disclosed and not
expected to have a material impact on Envestnet's results of
operation or financial condition.
Envestnet Wealth Data Platform: A cloud-based data
intelligence solution for wealth advisory firms, connecting the
data across an advisor's practice to activate and unlock value –
all while surfacing new insights to execute across an advisor's
entire business. This platform brings together portals that support
advisors and small business, as well as data management, business
intelligence and next best action to power decision intelligence at
scale and help advisors grow their business and meet the rapidly
evolving needs of their clients.
Next-Generation Client Portal: Offering a single,
data-driven, highly configurable and connected view of a client's
entire financial life, the new interface provides personalization
at scale enabling advisors to customize the client journey for
multiple personas, from mass market to ultra-high net worth. This
digital experience allows for more transparency during planning
sessions, gives clients real-time access to their entire financial
life any time on any device, and it makes things easy. The user
experience is straightforward, modern, and intuitive.
Envestnet Developer Portal: A streamlined, modern
developer experience that unifies the technology and application
programming interfaces (APIs) for Envestnet's entire ecosystem.
Clients leveraging multiple solutions across Envestnet now have
quick access to public and restricted developer content to rapidly
onboard and deploy new technologies. Developers can also leverage
easy-to-use tools, training materials and services to build, test,
and launch new financial solutions. Click here to learn more
about Envestnet's updated developer portal.
Impact Assessment and Next Best Dollar MyBlocks: New
offerings within the Envestnet
| MoneyGuide's MyBlocksSM series, Impact
Assessment allows clients to determine if their portfolio is in
alignment with their sustainability values, such as social
responsibility, climate and more. Next Best Dollar allows advisors
to engage with clients and their children, to determine how they
can best allocate their income and maximize every paycheck.
Sustainable Investment View: Envestnet continues to
advance its sustainable technology roadmap, including
direct-indexing solutions and tax overlay services. The Sustainable
Investment View is the latest enhancement and can be accessed
through the next generation of the Proposal tool, allowing advisors
to personalize portfolios for investors focused on sustainability
with the click of a button—by leveraging the research, data and
analytics, and technology infrastructure across Envestnet's
ecosystem. Sustainable Investment View creates a frictionless
workflow for integrating an investor's sustainability preferences
within proposed investment strategies.
Next-Generation Trading: Combining the best elements of
the portfolio management platforms at Envestnet, including from
FolioDynamix and Envestnet | Tamarac, to deliver best-in-class
portfolio management and trading solutions that enable advisors'
practices through efficiency and scalability. New features include
a personalized and configurable dashboard to initiate actions, a
portfolio explorer, trade generation, order review and order
management. Clients benefit from integrations with custodial
partners and an integrated wealth platform experience with proposal
generation, reporting, research, and billing.
For more information and to digitally engage with the Envestnet
Advisor Summit please follow https://twitter.com/ENVintel, and the
hashtag #ENVSummit.
About Envestnet
Envestnet refers to the family of
operating subsidiaries of the public holding company, Envestnet,
Inc. (NYSE: ENV). Envestnet is Fully Vested™ in
empowering advisors and financial service providers with innovative
technology, solutions, and intelligence to help make financial
wellness a reality for their clients through an intelligently
connected financial life. Approximately 107,000 advisors and more
than 6,500 companies—including 16 of the 20 largest U.S. banks, 47
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 on Envestnet, please visit
www.envestnet.com, subscribe to our blog, and follow us on Twitter
(@ENVintel) and LinkedIn.
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SOURCE Envestnet