Issue link: https://resources.envestnet.com/i/1532725
Fully vested in helping you deliver the Intelligent Financial Life A more connected way of helping people achieve financial wellness is possible. It's called the Intelligent Financial Life. The Envestnet ecosystem can help you champion financial wellness We've built a seamless, integrated network of tools that enables Financial Institutions, Advisors, RIAs, and FinTech Partners to make the Intelligent Financial Life a reality for clients. This ecosystem connects actionable intelligence, automated, always-on technology, and a deep set of solutions – all designed to empower a dynamic, 360-degree picture of client finances and enable financial Envestnet's Financial Ecosystem Built to help you… Run your business more efficiently A wealth management platform that offers integrated reporting, trading, and CRM solutions Turn data into intelligence to power your business Aggregate data from across a client's financial life Drive goals-based financial planning Transform data into opportunities using actionable insights Optimize client portfolios and accelerate your practices Personalize portfolios at scale with unified managed accounts, overlay services, and direct indexing Provide new wealth solutions to help address client needs like credit, protected income, and trust services Access advisor solutions that span compliance, capital, marketing, M&A strategy, and more Envestnet By The Numbers As of December 31, 2023 $5.8T I N A S S E T S ~19.1M I N V E S T O R A C C O U N T S ~108K A D V I S O R S 16 of 20 O F T H E L A R G E S T U . S . B A N K S 48 of 50 O F T H E L A R G E S T W E A L T H M A N A G E M E N T & B R O K E R A G E F I R M S 500+ O F T H E L A R G E S T R I A S 700+ F I N T E C H C O M P A N Y P A R T N E R S ~19K D A T A S O U R C E S 400M+ L I N K E D C O N S U M E R A C C O U N T S 38M+ P A I D U S E R S * *Paid subscribers █████████████████ Ì2000015ZRcÎ