In the News

Envestnet unveiled its five-year strategic plan, including a pledge to invest $1 billion in its wealth management technology platform over the next 5 years.

(Red Oak ID: 4872414)

Anuj Gupta, Head of Sales Engineering, and Blake Wood, Head of Platform Strategy at Envestnet discuss how Envestnet is helping advisors scale personalization and drive efficiency across their practices.

Disclosures:

The information, analysis, and opinions expressed herein are for general information only. Nothing contained herein 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.

Potential transactions identified by Envestnet’s AI tools including but not limited to Insights Engine are based on concentrated positions, concentrated asset classes, and/or high cash allocations but do not include a fee analysis or other factors that should be taken into account when considering brokerage versus advisory accounts. Potential transactions identified by these tools 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.

Alternative Investments may have complex terms and features that are not easily understood and are not suitable for all investors. You should conduct your own due diligence to ensure you understand the features of the product before investing. Envestnet and its affiliates do not provide research or product oversight on alternative investments. As with all investments, there is no assurance that alternative investment strategies will achieve their objectives or protect against losses.

(Red Oak ID: 4690823)

Dana D’Auria discusses how advisors can leverage the Envestnet platform to optimize and integrate tax-efficient financial planning and portfolio construction.

(Red Oak ID: 4461079)

Brandon Thomas, Co-Chief Investment Officer, shares thoughts on the advantages and disadvantages of direct indexing.
(Red Oak: 4640234)

Blake Wood, Head of Platform Strategy for Envestnet discusses how advances in artificial intelligence assist with personalized financial planning in ways that can grow an advisor’s business.

(Red Oak: 4461079)