What to Expect From Our Second Technology Release of 2023

1 MIN. READ

Jun 08, 2023

Automation and a modernized platform experience.

Envestnet’s commitment to continually enhancing our Wealth Management Technology not only benefits our broader ecosystem, but also helps advisors bring more value to their clients. In our second release of 2023, we showcased our commitment by focusing on improving efficiency through automation and by modernizing the Enterprise Platform experience. Hear more about this release cycle from Molly Weiss, Chief Product Officer for Envestnet Wealth:

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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.