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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
Envestnet Investor Suite

Envestnet Investor Suite

The Envestnet Investor Suite give advisors a complementary set of configurable modules that allow investors to aggregate their personal finances with their financial investments to obtain a holistic view of their wealth. Through innovative and intuitive technology, modules include a configurable digital storefront for opening an account as well as Financial Wellness Solutions powered by Yodlee that include Budgeting, Cash Flow and Net Worth to name a few.
General Overview Videos
Advisor Now

Advisor Now

Advisor Now is a turnkey and fully brandable digital advice offering that automates the process of goal planning, portfolio selection, account opening, fund transfers, client communications and more.
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.