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General Overview Videos
Envestnet 2020 Outlook

Envestnet 2020 Outlook

Our Interim CEO Bill Crager takes a quick look back at 2019 and provides some insight into what Envestnet has planned for 2020.
General Overview Videos
Envestat 2017 Year-in-Review

Envestat 2017 Year-in-Review

Last year, we examined the key trends between advisor-managed portfolios and fund strategist portfolios. Here are some of the highlights from our 2017 reports.
General Overview Videos
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.
General Overview Videos
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.