Proposal Tool
The proposal tool in the Envestnet Wealth Management Platform helps advisors bring financial plans to life. Our proposal tool guide walks you through client risk and choosing appropriate investment products and allows you to easily gather signatures with our fully digital tool.
CHRIS TODD

Chris Todd is the Chief Executive Officer of Envestnet and is responsible for setting the company's strategic, operational, and cultural agenda. Chris is a seasoned strategic leader with a proven track record of driving growth and developing high-performing teams. Known for his people-first approach...

KATIE EVANS

Katie Evans is the Chief Operations Officer at Envestnet, where she oversees the company’s middle and back-office operations, including platform conversions, operational infrastructure, and client support services. A seasoned financial services executive with more than 25 years of experience, Katie...

KATIE EVANS

Katie Evans is the Chief Operations Officer at Envestnet, where she oversees the company’s middle and back-office operations, including platform conversions, operational infrastructure, and client support services. A seasoned financial services executive with more than 25 years of experience, Katie...

Tax Overlay
Envestnet's tax overlay service lets you manage your clients' tax liabilities without having to become a tax expert yourself. Implement tax efficient strategies and tax efficient investing. Go beyond tax loss harvesting and tax harvesting strategies to help your clients do more with tax overlay.
SUE QUACKENBUSH

Sue Quackenbush is the Chief People Officer for Envestnet, leading the global people strategy for the organization where she is focused on advancing employee engagement, unifying Envestnet’s culture in alignment with key business priorities, and positioning Envestnet as a workplace of choice in the...

JUD BERGMAN (1957-2019)

Act Justly. Love Mercy. Walk Humbly. In Loving Memory Judson Bergman 1957-2019 Jud Bergman was the Chairman and Chief Executive Officer of Envestnet, Inc. He was a remarkable leader whose vision, brilliance, and drive built the roadmap for our company’s success. Jud founded Envestnet in 1999 on the...

Docupace

Envestnet’s integration with Docupace streamlines the creation of managed account proposals. Our enhanced experience benefits end investors during account opening and for ongoing maintenance. This integration focuses on bringing value to the new account opening and goal modification workflows...

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Skience

Skience, a Salesforce partner, offers digital onboarding using a workflow engine integrated with the Envestnet Proposal Generation, continuing through to account opening with multiple providers in a paperless process. Client creation and maintenance are also supported. To facilitate the account...