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Presenter Profile:

How they describe themselves: Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

How they describe their product/innovation: Envestnet Envision IQ enables advisors and enterprises to leverage the power of Envestnet data and analytics to understand his or her business as well as the overall wellness and performance of their clients’ financial goals. Envision IQ can be deployed via web, mobile, or a voice integration to simplify the advisor or money manager’s day and help them extract complicated data sets just by naturally asking the platform a question and receiving exactly the answer they’re looking for – nothing more. Envision IQ can follow a user through their day as they progress from home, to car, and to the office.

Product distribution strategy: Direct to Business (B2B), through financial institutions

Contacts

Bus. Dev. & Sales: Frank J. Coates, CFA & Executive Managing Director, Envestnet | Yodlee Analytics, frank@wheelhouseanalytics.com
Press: Jenna Cheng, Senior Marketing Manager, jcheng@yodlee.com