The Envestnet financial wellness ecosystem is ever-adaptive and ever-improving to meet the evolving needs of consumers and financial providers. With each release this year, we’ll help you help your clients capture opportunities, make strategic decisions, and move toward their goals.

To see our vision for future updates visit our Platform Roadmap, where we share our plan for the evolution of the Envestnet platform.

Ready to learn more about our latest updates?

Here’s Molly Weiss, Head of Product for Envestnet Wealth, on some of the top highlights:

Additional details can be found in the Advisor Update. Depending on your use of the Envestnet platform, changes that occurred during the release may not be found in that document. Your Envestnet Enterprise or Regional Consultant is ready to assist you with more information and insight into how you can leverage these changes or access new offerings.

Follow us on Twitter and LinkedIn for updates and to learn more about how to help your clients live an Intelligent Financial LifeTM.

The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

%d bloggers like this: