Expand Your Advisory Practice at T3
Las Vegas: Experience Envestnet's
Premier Platform Through Interactive Demos, Keynotes and
Sessions
BERWYN,
Pa., Jan. 22, 2024 /PRNewswire/ -- Envestnet
has changed the game in wealth management, since launching in 1999
it has evolved into a leading provider of integrated technology,
intelligent data, and wealth solutions, now serving over 95% of the
largest wealth management and brokerage firms and more than 107,000
financial advisors. In 2024, Envestnet celebrates 25 years in
business, bringing its connected technology, advanced insights and
solutions to life on one of the industry's largest stages – the T3
Conference in Las Vegas,
January 22-25, 2024.
Envestnet will showcase its leading end-to-end technology
integrations, new enhancements and capabilities through interactive
product demonstrations, general and breakout sessions led by the
Envestnet leadership team. Capabilities include:
- New Advisor Experience
- New Client Portal and Mobile Experience
- New Data and Insights Dashboard
- New Client Review Tool
Also highlighted at T3 will be the Envestnet delivery roadmap
for 2024 and demonstrations, including:
- Envestnet Payments – a Stripe-enabled billing solution
for financial advisors that empowers them to bill and invoice for
planning services via credit card or ACH. Envestnet Payments comes
to market with a direct integration to MoneyGuide. Advisors
drafting financial plans for their clients can single sign-on to
Envestnet Payments to generate fees for planning, retainer,
subscription, ad-hoc, one-time, and more.
- MoneyGuide Single Page Plan – MoneyGuide is showcasing
an updated digital snapshot with the ability to print a single page
summary, that provides a single page view of a client's financial
life and objectives. MoneyGuide is also announcing an integration
with Ladder which allows advisors to access digital term life
insurance for their clients.
- New Client Workflow demonstrations – beginning with a
seamless planning integration through MoneyGuide, then launching
into proposal and moving through portfolio customization
capabilities such as tax management services and High Net Worth
Consulting, Insurance Exchange and structured investments – to
digital account servicing offering proposal integration and
multi-custodial capabilities. A demonstration of Envestnet's fully
connected plan-to-execution workflow.
- RIA Growth Lab - a new comprehensive practice valuation
consulting service capability for RIAs, leveraging cutting-edge
technology to deliver actionable insights.
"For twenty-five years, we've dedicated ourselves to
comprehending and understanding advisors' needs and helping them
overcome the challenges they encounter in operating and growing
their businesses. The growth and productivity they can experience
on our platform is a testament to our focus on continuous
innovation to the technology and end-to-end integrations that
empower their success," said Tom
Sipp, Executive Vice President, Business Lines for
Envestnet. "We serve more assets, financial advisors, and
accounts than any other player in the market, leading the growth of
wealth managers and integrated advice through our connected
technology, advanced insights, and comprehensive range of
solutions. We're excited to showcase our platform technologies and
solutions alongside our industry-leading service at T3."
Conference attendees will hear from Bill
Crager (Co-Founder and CEO), Tom
Sipp (EVP, Business Lines), Molly
Weiss (Group President, Wealth Management Platform),
Rose Palazzo (Group President,
Financial Planning), Anuj Gupta
(Principal Director of Sales Engineering), Dan Miller (Director of Product Management for
Envestnet | Tamarac), Matthew Wilson
(Head of MoneyGuide Sales), and Seth
Johnson (Head of Billing Development).
"Our wealth management ecosystem is 25 years in the making, and
farther along than any other technology in the industry by bringing
together solutions, features and capabilities that empower
advisors' growth, and productivity," said Molly Weiss, Group President, Wealth Management
Platform for Envestnet. "Our vision and conviction revolve
around the belief that the industry's ability to deliver enhanced
advice requires an automated, connected technology platform with a
broader array of solutions powered by data intelligence. To deliver
on this vision, we've intentionally built an ecosystem that's
designed to serve all the needs an advisor may have - from
traditional investments and portfolio management to insurance and
even retirement."
Envestnet continues to lead in customer satisfaction among its
advisor and institutional clients, with customer satisfaction
scores, such as CSAT for 2023 which resulted in an "Extremely
Satisfied" score of 4.5/5 when working with Envestnet service
teams. And between Q1 and Q4 2023, Envestnet's Net Promoter Score
(NPS), which measures customer loyalty, grew from 53 to 63, a
10-point leap in under a year.
For more information, please visit Booth 402 at T3 or visit
www.Envestnet.com.
ABOUT ENVESTNET
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 more than $5.4
trillion in platform assets—more than 107,000 advisors, 16
of the 20 largest U.S. banks, 48 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. Data as of 9/30/2023.
Envestnet refers to the family of operating subsidiaries of the
public holding company, Envestnet, Inc. (NYSE: ENV). For more
information, please visit www.envestnet.com, and follow us on
LinkedIn and X (@ENVintel).
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SOURCE Envestnet