Leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.
Envestnet Data and Analytics, today announced that its Insights Engine for Banking (IEB) solution has been selected as "Best AI-based Solution for Financial Services" in the sixth annual AI Breakthrough Awards program conducted by AI Breakthrough, a leading market intelligence organization that recognizes the top companies, technologies and products in the global Artificial Intelligence (AI) market today.
Envestnet Data & Analytics commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study to evaluate the potential financial impact of Envestnet Data & Analytics Data Aggregation on financial institutions
Envestnet Data and Analytics, today announced that its Transaction Data Enrichment (TDE) solution has been selected as winner of the “Data Transformation Solution of the Year” award by Data Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global data technology market today.
Envestnet has been named a leader in The Forrester Wave™: Open Banking Intermediaries, Q1 2023 report.
So you’ve decided to scale up your wealth management firm’s data capabilities. Maybe you’re looking to bolster your organization’s personalization capabilities ahead of the great wealth transfer.
Cutting-edge client experiences are hallmarks of highly successful wealth management firms...
Data is the name of the game when it comes to successfully managing wealth. Data, and by extension, data analytics, can help...
At our 2021 Advisor Summit On-Demand, Envestnet's President, Stuart DePina, and I had a conversation about data and analytics in the financial services industry and where we see it heading in the future...
Although we made the difficult decision to cancel this year’s Envestnet Advisor Summit, we felt a responsibility to find a way to deliver that experience, with advice, technology, data, insights, and expertise from across the industry...