As Envestnet CEO Bill Crager took to the stage on day two of Future Proof 2023 for a keystone session where he shared his insights on the industry, his firm kicked off the week by pushing out a flood of new updates to users.
The company introduced enhancements to the Envestnet platform as part of the company's ongoing effort to drive growth and greater productivity for its nearly 3,000 RIA firm clients and 47 of the largest 50 wealth management and brokerage firm clients.
"Through the continual enhancements to our integrated Envestnet ecosystem, advisors can improve their productivity, unlock new revenue streams, and be able to deliver more personalized investment solutions at scale, all while elevating the client experience for better outcomes," Tom Sipp, executive vice president of business lines at Envestnet, said in a statement. "Smart advice and smart technology are a powerful combination — and based on advisor feedback, we have further tailored our platform to enable advisors to maximize the value they can add to every client's life."
Scroll down for a full list of the enhancements announced Monday throughout the Envestnet ecosystem for each specific category.
