FinovateEurope Sneak Peek: Envestnet


FEULogowithDateA look at the companies demoing live to 1,500 fintech professionals. Register today.


Envestnet’s Advisor Now is a brandable, digital-advice offering that automates the process of goal planning, portfolio selection, account opening, fund transfers, client communications and more.


  • Meet the growing online and mobile communication demands of your clients
  • Capture the next generation of investors more profitably
  • Compete in the digital-advice marketplace

Why it’s great
Built in the trusted Envestnet platform and used by 40,000+ advisors, Advisor Now leverages its scalable technology and broad range of service models to support your processes and regulatory obligations.


Blake Wood, SVP, Product Management
Wood has 10+ years of experience and is responsible for assisting in the development of strategic platform products, services, and infrastructure alliances.

Molly Pandya, SVP, Product Management
With 10+ years of experience, Pandya is responsible for Advisor Now functionality and interface along with user experience for Envestnet Advisor, Enterprise, Manager, and Investor Portals.

EnvestnetPresenter3Jay Hummel, SVP, Advisory Services
With 15 years of experience in financial services, Hummel leads the effort in the delivery and adoption of advisor education and business best practices for advisory firms.

Finovate Alumni News


  • Larky Launches at Three New Credit Unions.
  • London’s Revolut Unveils Version 2.0 of its Personal Money Cloud

Around the web

  • Fifth Third Bancorp to deploy AML solutions from NICE Systems’ Actimize.
  • interviews Kashoo Communications lead Dave Clarke on cloud accounting.
  • Baxter Credit Union ($2.4 billion) chooses ORB platform from Alkami Technology.
  • Roundup of Australia fintech startups features Avoka. See Avoka at FinovateEurope 2016 in London.
  • Encap releases version 3.1 of its mobile authentication and security platform.
  • First Data’s Clover launches Clover Go mobile POS dongle.
  • Coinbase introduces price alert push notifications on iOS and Android.
  • In 2015, Kasasa sees 45% growth in clients, now counts 779 signed community FIs.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.