What to Expect in Our First Release of 2023 | Envestnet

What to Expect in Our First Release of 2023

1 MIN. READ

Feb 23, 2023

Enhancements provide a more holistic view for your clients.

What to Expect in Our First Release of 2023

We are committed to delivering meaningful enhancements to the Envestnet ecosystem that help advisors to run their businesses. With our first release of 2023, we’re focused on helping you to provide a holistic view for your clients, and in particular, HNW clients.

Here’s Molly Weiss, Head of Product for Envestnet Wealth, with some of the top highlights:

Join us in Denver this year for Envestnet Summit 2023 – Elevate to learn more about these exciting updates!

Envestnet Summit 2023 – Elevate
April 26-27, 2023
Denver, CO

We’ll be sharing updates from the event on LinkedIn and Twitter. Follow us to learn more about how to help your clients live an Intelligent Financial Life.

Written by Molly Weiss

Chief Product Officer, WealthTech & Solutions, Envestnet

Molly drives Envestnet’s end-to-end technology and services ranging from portfolio management and financial planning to performance reporting and digital account management tools. She oversees integration of the firm’s acquisitions and growing network of 3rd party partners while maintaining a focus on the investor and advisor experience.

View all posts by Molly Weiss

Written by Molly Weiss

Chief Product Officer, WealthTech & Solutions, Envestnet

View all posts by Molly Weiss

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 judgment 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.