CHICAGO—May 11, 2016 —Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet Advisor Summit from May 18-20, 2016 at the Hilton Chicago. Now in its fifth year, the three-day industry conference is set to draw more attendees and sponsors than ever before, topping the 2015 Summit’s record figures of more than 1,500 attendees, over 525 unique firms, and more than 115 exhibitors and sponsors.
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“Industry trends are accelerating toward a far-reaching transformation in wealth management and we believe Envestnet is uniquely positioned to enable financial advisors and enterprises to take advantage of this opportunity,” said Jud Bergman, Chairman and CEO of Envestnet. “The Envestnet Advisor Summit provides an interactive setting where advisors can learn from recognized thought leaders how to harness the latest innovations in wealth management technology and position themselves as ‘essential advisors’ who can deliver better outcomes for their clients during this rapidly changing time in our industry.”
Advisors can keep track of Summit happenings in real time by following Envestnet on Twitter (https://twitter.com/ENVIntel) and using the #ENVSummit hashtag.
Envestnet will unveil Open ENV during this year’s Summit. Open ENV will create an open architecture ecosystem which extends Envestnet’s core technology and processing engine. More details about Open ENV will be discussed in the Product Roadmap session following the keynote presentation of Anil Arora, CEO of Envestnet | Yodlee and Vice Chairman of Envestnet.
Presentations from distinguished keynote speakers will begin each day’s schedule of Summit events. In addition to Mr. Bergman, Mr. Arora, Envestnet President Bill Crager, and Envestnet | Tamarac Group President Stuart DePina, this year’s keynote speakers include:
- Jean Chatzky, Financial Editor for The Today Show on NBC
- Walter Isaacson, President and CEO of the Aspen Institute
- Urban Meyer, Head Football Coach at Ohio State University
- Greg Valliere, Chief Global Strategist at Horizon Investments
The Summit will offer a variety of panel discussions and break-out sessions where advisors can hear from thought leaders about how to elevate their value proposition for clients in today’s fast-changing environment. Participants will have the opportunity to learn about the latest technology innovations from Envestnet, new investment offerings from Envestnet’s network of fund strategists and managers, technology enhancements that make it easier to service banks and bank trusts, and ways to help address retirement plans’ regulatory, data, and investment needs, among other topics. Multiple sessions devoted to practice management and investment strategy are also scheduled.
Participants can attend ENV 2 Learning Café sessions, held every hour between 8 a.m. and 4 p.m. on May 18 and 19, for one-on-one consulting about the solutions and tools available through Envestnet’s next-generation platform. Tamarac University classroom-style training is available before the schedule of events on May 18 and 19 for those wishing to become more proficient users of Tamarac’s Advisor® Xi suite.
The Summit’s schedule of events also features showcase sessions with BlackRock, Deutsche Asset & Wealth Management, and Capital Group’s American Funds®, and a 5k “fun run” near the Chicago waterfront.
“The Envestnet Advisor Summit has consistently experienced year-over-year increases in attendees, exhibitors, and sponsors because wealth management professionals have come to realize the event offers the industry and technology intelligence they need to grow their practices,” said Ron Fiske, Managing Director of Events & Education at Envestnet. “This year’s Advisor Summit will provide crucial insights into how advisors can adapt to the current environment and demonstrate more value to their clients over the long term."
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 | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software.
Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 950 companies, including 12 of the 20 largest U.S. banks and hundreds of Internet services companies, subscribe to the Envestnet | Yodlee platform to power personalized financial apps and services for millions of consumers. Envestnet | Yodlee solutions help transform the speed and delivery of financial innovation, improve digital customer experiences, and drive better outcomes for our clients and their customers.