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Envestnet to Launch Platform Aimed at Speeding Advisor Client Prep
Envestnet is preparing to launch a new artificial-intelligence-driven platform to help speed client preparation and presentation for advisors, as announced at Envestnet Elevate 2026.
Disclosure: The information, analysis, and opinions expressed herein are for general information only. The views expressed herein reflect the judgement of the contributors and are subject to change at any time without notice. Information obtained from third party resources are believed to be reliable but not guaranteed. Nothing...
Envestnet’s AI Starts With the Advisor, Not the Algorithm
Watch as Anuj Gupta, Principal Director, Sales Engineering, walks through how Envestnet bringing AI tools to the advisor workflow.
Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves
In this podcast, CEO Chris Todd explains why data and AI are increasingly valuable assets for advisors.
The information, analysis, and opinions expressed herein are for informational purposes only and represent the views of the speakers, not necessarily the views of Envestnet. The views expressed herein reflect the judgement of the speakers as of the recording date and are subject to change at any time without notice. Nothing contained in this recording is intended to constitute legal, tax, securities, or...
The Key for Improving Access to Alternatives: Managed Models Within a Centralized Trading System
Andrew Stavaridis, Chief Relationship Officer at Envestnet offers insights on improving access to alternatives through centralized trading systems and unified managed accounts.
How Mid-Year Reviews Prepare Couples for Life’s Unexpected Turns
Matt Wilson, Head of Business Strategy for Envestnet | MoneyGuide, provides insight on how mid-year reviews help prepare couples for life's unexpected turns from taxes and tuition to survivor income and estate updates.
Envestnet’s Dana D’Auria On Adaptive WealthTech Innovation
Dana D’Auria, Co-Chief Investment Officer and Group President of Envestnet Solutions, discusses advancements to the Adaptive WealthTech platform and personalization at scale.
Scale Without Sacrifice: Envestnet on Protecting the Advisor-Client Relationship Through Growth
Vibhaw Arya, Head of Strategic Relationships, RIAs, at Envestnet, discusses protecting the advisor-client relationship and scaling without sacrifice.
Helping Wealthy Clients Mitigate Risk From Concentrated Stock Holdings
Michael Featherman, head of investment product consulting and HNW services at Envestnet, offers insights on how advisors can harness hedging strategies for concentrated stock holdings and cutting-edge portfolio construction solutions to help protect clients and their practices.
iCapital, Envestnet Expand Access To Private Credit, Structured Products
iCapital and Envestnet have expanded their strategic partnership, allowing advisors to access iCapital’s alternative investment and structured products within Envestnet’s unified managed account platform. Disclosure: iCapital and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm.
Envestnet’s Sean Meighan on the Future of RIA Growth, Tech, and Personalization
Sean Meighan, Head of RIA Distribution at Envestnet, discusses the RIA landscape being reshaped by intentional growth, longer-term technology planning, and a more personalized client experience.