How they describe themselves: Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 950 companies subscribe to the Envestnet | Yodlee platform to power financial apps and services for millions of consumers. Our solutions help digital customer experiences, and drive better outcomes for our clients and their customers.
How they describe their product/innovation: Advisor Now: Envestnet’s digital advice portal provides advisors and their institutions the technology and tools needed to deliver high-quality, personalized investment services however and whenever clients want them. Using a new feature available through the Advisor Now solution, which integrates the powerful data platform and FinApps from Envestnet | Yodlee, the investor can link all elements of their financial life into a single view to be shared with their advisor and to facilitate the creation and ongoing management of long term investment goals. With unique tools to access, manage, and project, making financial decisions has never been more rewarding or actionable.
Product distribution strategy: Direct to Business (B2B)
Press: Margo Mendez-Penate, Account Director, LEWIS, email@example.com, 415-432-2403 (o), 917-297-1582 (m)
Sales: Pamela Jacobs, Head of Advisor Now, firstname.lastname@example.org, 312-818-5853