Insights

Insights

Unlock the Mindset of Today’s Affluent Investor

Our latest report shares key findings into the mindset of affluent American investors to help you better serve every generation.

 
New Research: Unlocking Personalization at Scale to Meet Client Expectations

New Research Paper Explores How To Unlock Personalization at Scale With Insights for Advisors to Meet Shifting Client Expectations 

Taking the Measure of Advice: The Intelligent Financial Life Advisor Practice Score and How it Benefits Advisors' Practices

Envestnet partnered with research group Aite-Novarica Group to see how we could measure the effectiveness of advisors in delivering financial wellness to their clients.

The Intelligent Financial Life
How money becomes more powerful for people.
Intelligent Financial Life National Study

The Unexpected Intersection Between Technology, clarity, and the Human Connection.

Envestnet Credit Exchange Whitepaper

Leveraging Both Sides of the Balance Sheet to Help Build Wealth

Bill Crager Speaks on The Intelligent Financial Life

Hear from Envestnet Co-Founder and Chief Executive Officer on how the Intelligent Financial Life is unlocking the network effect.

Five WealthTech Trends to Watch Report

Learn about WealthTech trends we’re seeing today and what is on the horizon.

Accelerating the WeathTech Transformation

An Envestnet Report Illuminating Opportunities Ahead.

How Data Powers an Intelligent Financial Life

There are a seemingly endless number of aspects to your clients’ finances. Envestnet brings it all together through our financial wellness ecosystem, creating one cohesive Intelligent Financial Life.

The Intelligent Financial Life: Mike the Influencer

Envestnet offers an ecosystem of solutions, intelligence and technology that helps connect every facet of your clients’ finances, providing access to an Intelligent Financial Life.

Using Technology to Make an Intelligent Financial Life™ a Reality

At Envestnet, we believe that with consumer education, smart technology, and a reframing of how advisors and their clients work together, the advisor of the future will be able to make a connected, Intelligent Financial Life.

Offering Highly Personalized Client Service for Today's Clients
We believe there are three components to helping your clients build an Intelligent Financial Life.
The Intelligent Financial Life: Jess the Restauranteur
Envestnet offers an ecosystem of solutions, intelligence and technology that helps connect every facet of your clients’ finances, providing access to an Intelligent Financial Life.
Technology Creates the Opportunity for an Intelligent Financial Life
The next evolution in fintech is going to lead to a lot of things; embedded finance is one of them.
The Intelligent Financial Life: Scott the Entrepreneur
Envestnet offers an ecosystem of solutions, intelligence and technology that helps connect every facet of your clients’ finances, providing access to an Intelligent Financial Life.