Unlocking Personalization at Scale to Better Help Serve Clients Today and Tomorrow

Envestnet’s concept of the Intelligent Financial Life™ represents a shift in the way we approach financial management. Rather than simply providing investment solutions or asset allocation strategies, Envestnet seeks to enable a more personalized and holistic financial experience for clients. By leveraging technology, intelligence, and solutions, Envestnet aims to help advisors and through them, their clients make more informed decisions about their finances, manage their wealth more effectively, and ultimately achieve their financial goals. This white paper will explore how Envestnet is using personalization at scale to help deliver on this vision of the Intelligent Financial Life and how asset managers, advisors, and their firms can adopt these strategies to potentially better serve their existing and future clients. Read more in our whitepaper.