A recap of product updates from Envestnet Elevate 2026. (Red Oak ID: 5554785) Disclosure: The information, analysis, and opinions expressed herein are for general information only. The views expressed herein reflect the judgement of the contributors and are subject to change at any time without notice. Information obtained from third party resources are believed to be reliable but not guaranteed. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios or strategies mentioned will provide positive performance over any period of time. Past performance is not indicative of future results. There are risks inherent in AI technology and its application in the financial sector, including embedded bias, privacy concerns, outcome opaqueness, performance robustness, unique cyberthreats, and the potential for creating new sources and transmission channels of systemic risks. Trends or potential transactions identified by AI are for informational purposes only and are not to be construed as an instruction to take any specific action. Envestnet, Inc. and its subsidiaries and affiliates are not responsible for any decisions or recommendations you may provide to your clients.

Chris Todd offers insight on Envestnet's strategy since taking over as CEO in 2025. (Red Oak ID: 5554794) Disclosure: The information, analysis, and opinions expressed herein are for general information only. The views expressed herein reflect the judgement of the contributors and are subject to change at any time without notice. Information obtained from third party resources are believed to be reliable but not guaranteed. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios or strategies mentioned will provide positive performance over any period of time. Past performance is not indicative of future results. There are risks inherent in AI technology and its application in the financial sector, including embedded bias, privacy concerns, outcome opaqueness, performance robustness, unique cyberthreats, and the potential for creating new sources and transmission channels of systemic risks. Trends or potential transactions identified by AI are for informational purposes only and are not to be construed as an instruction to take any specific action. Envestnet, Inc. and its subsidiaries and affiliates are not responsible for any decisions or recommendations you may provide to your clients.

Envestnet is preparing to launch a new artificial-intelligence-driven platform to help speed client preparation and presentation for advisors, as announced at Envestnet Elevate 2026. (Red Oak ID: 5554803) Disclosure: The information, analysis, and opinions expressed herein are for general information only. The views expressed herein reflect the judgement of the contributors and are subject to change at any time without notice. Information obtained from third party resources are believed to be reliable but not guaranteed. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios or strategies mentioned will provide positive performance over any period of time. Past performance is not indicative of future results. There are risks inherent in AI technology and its application in the financial sector, including embedded bias, privacy concerns, outcome opaqueness, performance robustness, unique cyberthreats, and the potential for creating new sources and transmission channels of systemic risks. Trends or potential transactions identified by AI are for informational purposes only and are not to be construed as an instruction to take any specific action. Envestnet, Inc. and its subsidiaries and affiliates are not responsible for any decisions or recommendations you may provide to your clients.