3 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
Conclusion
Envestnet's approach to AI is guided by a single conviction: intelligence creates value when it helps people make better decisions.
This belief is shaping how we build, test, and deploy AI across the platform. From enabling real-time insight to reducing advisor decision
fatigue, every capability is grounded in how advice is actually delivered.
We're focused on alignment—between data and context, between insight and action, between technology and the humans who use it.
As the wealth management industry continues to evolve, our role is to build the systems that support better thinking, deeper
relationships, and outcomes that reflect the full complexity of a client's financial life.
This is what it means to power the future of advice—not through features, but through intelligence designed for impact.
The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgement
of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities,
or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Intended for investment professionals only. Past performance is
not indicative of future results.
There are risks inherent in AI technology and its application in the financial sector, including embedded bias, privacy concerns, outcome opaqueness, performance robustness,
unique cyberthreats, and the potential for creating new sources and transmission channels of systemic risks. Trends or potential transactions identified by AI are for informational
purposes only and are not to be construed as an instruction to take any specific action. Envestnet, Inc. and its subsidiaries and affiliates are not responsible for any decisions or
recommendations you may provide to your clients.
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