Our Wealth Management Platform

Personalized advice starts with understanding the client’s goals, creating investment and product proposals, and executing on your recommendations.

 

Molly Weiss, Group President, Wealth Management Platform, shares her perspective on how Envestnet’s Wealth Management Platform consolidates and streamlines the technology and solutions that firms and their advisors utilize with a single point of entry, wherever the client may be in their financial journey.  

 

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A New Connected Experience for Platform Users

The redesigned Envestnet Enterprise platform offers a next-generation experience that enables users to perform tasks quickly, navigate the Envestnet Wealth Management Platform with ease, and access essential information to assist clients, without altering core functionality.  

 

Updates include:

  • Streamlined workflows​ 
  • Flexible data configuration​ 
  • Unified platform experiences​ 
  • Cross-platform data accessibility 

“By cleaning up and standardizing 25 years of code, we laid the foundation for continuous enhancements that were not possible on the legacy platform,” said Ryan Horvath, Senior Product Management.  “Looking forward, we will continue to expand the modernized design across the full Envestnet ecosystem, including integrations and specialized configurations. Additionally, we will launch new features that improve the platform navigation and how advisors interact with meaningful data sets to help advance the advisor and client experience.” 

 

Please check with your key account manager / technology consultant to find out when you receive the New Enterprise Platform. View the help center (if enabled) to stay up to date on all platform updates.  

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A Complete Wealth Management Experience

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Advisor & Client Experience

Offer tools that support client conversations and digital engagement.
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Wealth Solutions

Enable greater personalization of client portfolios to match your clients’ investment objectives, style preferences, sustainable values, or tax situation.
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Integrated Workflows

Connect aspects of Envestnet’s ecosystem with proprietary or third-party solutions.
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Data Intelligence

Data to uncover opportunities to take action on and fuel growth​.

The Power of Integration in the Wealth Management Experience

The best integrated platforms provide advisors with a comprehensive view of client information, increased efficiency, and scalability, and data security.

 

Stephen Mennella, Head of Product Development, Strategic Integrations, highlights how the coordination of Envestnet's industry-leading platform allows firms to easily expand their offerings with seamless access to financial planning, guaranteed lifetime income, and insurance products in a unified experience. 

 

Plus, he reveals how a firm recently enabled an integration between their CRM and the Envestnet Proposal System that led to 94% of users noting the integrated process saved time for each account opening, with 31% saying it saves 5 to 10 minutes per account opening.

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The Untapped Data Insights Opportunity

60% of advisors see the potential for AI powered insights to improve their business or give advice to clients but have yet to implement them1. 

 

Envestnet's Data Solutions can help to enable advisors to better serve and grow their client base more efficiently with the use of industry anchored analytics.

  • Account & Client Level Business Reporting
  • Account Performance & Benchmarking
  • Client/Advisor Fee & Benchmarking
  • Upgraded User Experience
  • Insights Engine
  • Building/Customizing Dashboards

"The analytics capabilities within the Envestnet Wealth Management Platform give advisors our best thinking by surfacing opportunities to optimize their book of business,” said Tony Kukulich, Principal Director of Analytics Product. 

 

“It's more than just business metric reporting, we deliver advice engagement as a core part of our offering. For example, the Insights Engine can assist the advisor on where the best tax optimization opportunities exist. As markets shift and clients' goals evolve, it can be daunting to actively monitor for all the ways taxes can drag down portfolio returns, and we automated this through our product.”

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