Author: Molly Weiss

Molly Weiss is a 20 year financial services veteran and drives Envestnet’s Wealth Tech and Solutions end-to-end technology and services ranging from portfolio management, financial planning, performance reporting, and digital account management tools. Molly’s focus has been on the integration of the firm’s acquisitions, its growing network of integrations with 3rd party partners and maintains a focus on investor and advisor experience. She holds an MBA from Santa Clara University and lives with her two sons in the Silicon Valley.

Release/Technology

What to Expect in Our First Release of 2023

February 23, 2023March 2, 2023 Molly Weiss

We are committed to delivering meaningful enhancements to the Envestnet ecosystem that help advisors to run their businesses. With our first release of 2023, we’re focused on helping you to provide a holistic view for your clients, and in particular, HNW clients. Watch a video of Molly Weiss, Head of Product for Envestnet Wealth, with some of the top highlights.

Release/Technology

What to Expect in Our Final Release of 2022

November 29, 2022November 29, 2022 Molly Weiss

With our fourth release of 2022, the Envestnet financial wellness ecosystem continues to focus on meeting the evolving needs of consumers and financial services providers.

Release/Technology

Envestnet’s Q3 Release Brings Enhanced Capabilities, Visibility, and Deeper Integration with Partners

August 26, 2022 Molly Weiss

Envestnet is excited to announce our third product release of 2022. Here is a quick review of the updates users can expect to see...