VIEW TABLE OF CONTENTS
TECHNOLOGY PROVIDERS Unified (all-in-one) Systems
ENVESTNET
Enterprise Platform
Envestnet’s flagship Enterprise Platform is a connected ecosystem of services, products, tools & technologies that helps thousands of financial professionals identify opportunities, avoid pitfalls, and take action to join all of a client’s financial needs. Comprised of a new Client Portal, clients can analyze investment account performance, review goals, view recent spending and transactions, create budgets, and more – in one place. It connects to Envestnet’s Wealth Data
Platform, a new, cloud-based data intelligence solution that allows financial professionals to connect and enrich data sources across their practice and provide clients with actionable insights, at scale. The Enterprise Platform’s Open ENV integration connects over 50 partners to provide real-time interconnectivity and encrypted data sharing between third-party applications, resulting in a single, secure and scalable platform.
Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions and intelligence. By establishing the connections between people's daily financial decisions and long-term financial goals, Envestnet empowers them to make better sense of their finances and live an Intelligent Financial Life™. With $5T in platform assets – approximately 106,000 advisors, 16 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs, and thousands of companies depend on Envestnet technology and services to help drive better outcomes for their businesses and for their clients. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For more information on Envestnet, please visit www.envestnet.com and follow us on Twitter @ENVintel.
249 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook