FinovateEurope 2016 / Envestnet

Presenter Profile:

How they describe themselves: Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective, and fully-aligned standard of care, and empower advisors to deliver better outcomes. Envestnet’s Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practices. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet.

How they describe their product/innovation: Advisor Now: Envestnet’s digital advice portal empowers advisors and their institutions to compete more efficiently with so-called “robo-advisors” (online wealth management platforms that use computer algorithms to create and manage portfolios). Advisor Now provides the technology and tools advisors need to deliver high-quality, personalized investment services however and whenever clients want them. Advisor Now is built on top of Envestnet industry leading technology “ENV 2” which supports the traditional advisor lead wealth management experience.

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


Bus. Dev. & Sales: Aaron Bauer, M.D. Strategic Partnerships, &
John Yackel, M.D. Global Bus. Dev.,

Press: Cindy Siegel, SVP Marketing,


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