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Financial Wellness Solutions

Financial Wellness Solutions

Revolutionize your digital banking, personal finance, and money management offerings with our Financial Wellness Solutions powered by Envestnet | Yodlee. Combining innovative technology, analytical data, and responsive design, our Financial Wellness Solutions can be deployed seamlessly across multiple digital channels to increase user engagement and strengthen client loyalty.
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The Envestnet Edge, April 2017

The Envestnet Edge, April 2017

A period of eerie calm followed the markets’ rather rousing start to the year. While signs of a global equity rally followed the French election results earlier this week, other looming geopolitical and domestic concerns still leave many investors uneasy. This month, we discuss how investors can make the most out of calm market periods.
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The Fiduciary Opportunity - Market and Consumer Forces Reshaping the Delivery of Advice

The Fiduciary Opportunity - Market and Consumer Forces Reshaping the Delivery of Advice

Despite regulatory uncertainty, there are massive market and consumer forces that are reshaping the way advice will be delivered in the near future. Beyond the implications of a Trump Presidency, the industry faces a crucial crossroad: pursue a business model that responds to the digital, demographic and economic pressures reshaping it, or breathe a sigh of relief and return to business as usual? Envestnet has been enhancing our platform in preparation for the DOL Fiduciary Rule. What we have on our roadmap remains relevant, with or without imminent regulatory changes, to the evolution of advice: empowering a fiduciary standard that responds to investor needs and elevates advisors' value propositions.

Leveraging Data and Technology to Empower Advice

Embracing data and technology can deliver actionable intelligence and operational efficiencies that elevate the conversation and deliver better outcomes. Estee Jimerson, Managing Director, Head of Asset Manager Distribution at Envestnet discusses key benefits for advisors and asset managers in leveraging integrated technology, digital solutions, and holistic data.