SCHEDULE A DEMO REGISTER AS NEW USER LOGIN IN HELPING PEOPLE LIVE AN INTELLIGENT FINANCIAL LIFE ™ . LEARN MORE EVENT Access Advisor Summit On-Demand Now! JUNE 22, 2021 Register today to get FREE access to online keynotes, breakout sessions, and technology demos – with a focus on strategies to help advisors grow their businesses. Join us to see firsthand how Envestnet supports advisors to help their clients live a more intelligent financial life. Envestnet Retirement Solutions provides a technology solution that results in holistic data, regulatory, and investment management. BUILDING THE FINANCIAL WELLNESS NETWORK $0T+ TOTAL PLATFORM ASSETS 0M+ INVESTOR ACCOUNTS 0K+ DATA SOURCES ~0K ADVISORS 0M+ PAID SUBSCRIBERS Data as of June 30, 2021. Includes accounts/assets under management, administration, and subscription arrangements. WEBINAR Integrating Community to Grow Your Practice NOVEMBER 30, 2021 Join a Lord Abbett for an engaging discussion on authentic community integration and how doing good for your community can be a game changer in your business. The truth is, as a business owner... IN THE NEWS Envestnet & SIMON Partner to Enable Advisors to Offer Structured Investments as Fee-Based Solutions NOVEMBER 16, 2021 Envestnet Simplifies the Delivery & Lifecycle Management of Income- and Protection-Focused Products by Integrating SIMON’s End-to-End Suite of Digital Tools Across its Ecosystem BLOG POST How to Help Clients with Medicare Plan Selection NOVEMBER 18, 2021 As an advisor, you play a critical role in your clients’ lives. If you are doing your job well, they come to you with questions. Lots of them. And as they age, their health (both current and future) will be top of mind. BLOG POST Driving Interconnected Solutions in Our Q4 Release NOVEMBER 16, 2021 With each release, Envestnet furthers its mission to offer you a connected ecosystem of services, products, tools, and technologies, so you can help clients capture opportunities, make strategic decisions, and move toward their goals. IN THE NEWS Equitable Expands Annuity Offering NOVEMBER 11, 2021 Equitable announced the continued expansion of its variable and index-linked annuity product distribution in order to meet financial professionals where and how they prefer to do business. BLOG POST PMC Global Macro Team: A Look At The Latest Trends You Should Be Tracking NOVEMBER 9, 2021 Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with comprehensive manager research, portfolio consulting, and portfolio management to help improve client outcomes. IN THE NEWS Financial advice in the 21st century NOVEMBER 8, 2021 While even a casual glimpse into the history of wealth management shows big strides toward democratization and technological evolution, looking at the future of the industry through the eyes of a diverse collection of experts offers the kind of promise and opportunity that should keep advisers on their toes. PODCAST The Big Reveal Podcast Series NOVEMBER 10, 2021 Samantha Russell: Her Top Tips for Advisors on all things Digital Marketing! In this episode, the social media star shares why not having a well thought out website is like showing up in pajamas to a meeting, how being authentic and embracing the real you is critical for effective marketing, what her essential components are for an impactful social media strategy and whether you should or should not have a “face” of your brand. Plus, a Big Reveal that is sure to surprise… and inspire. IN THE NEWS Best-Led Companies of 2021 NOVEMBER 7, 2021 Envestnet Provides an investment software and services platform to financial institutions, independent advisory firms, and investment managers. BLOG POST Envestnet | PMC Focus on Factors: Q3 2021 NOVEMBER 2, 2021 Rewarded risk factors are recognized as a fundamental component of equity returns. Envestnet | PMC believes that the most robust among the studied risk factors are value, momentum, quality, low volatility, and size. Like all return components, factors are cyclical in nature. Below, we take a look at the performance of these factors in the current market environment. PRESS RELEASE Envestnet Welcomes Dawn Newsome as Chief Business Operations Officer NOVEMBER 2, 2021 New hire joins executive team to Optimize the Delivery of Envestnet's Financial Ecosystem for an Intelligent & Connected Financial Life PODCAST The Big Reveal Podcast Series OCTOBER 27, 2021 Carolyn McClanahan: What Influenced This M.D. To Become a CFP, How Health & Wealth Are Linked and Tips for Tough Conversations In this episode, Carolyn shares how being a medical doctor influenced her decision to operate a holistic based and flat fee practice, and why health care costs, end of life planning and elder fraud are essential topics advisors should be discussing with their clients TODAY. Plus her lists of “promises” to her clients and how it leads to a JOYFUL practice. PRESS RELEASE Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products OCTOBER 25, 2021 Through Investment in YieldX's Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Needs PRESS RELEASE Carson Group and Envestnet | MoneyGuide Join Forces to Empower Advisors to Deliver Trusted Financial Advice OCTOBER 12, 2021 Advisors in Carson Group's ecosystem will soon have access to Envestnet | MoneyGuide's full suite of solutions, from interactive MyBlocks to sophisticated estate planning capabilities offered from Wealth Studios IN THE NEWS Exposing clients to financial plans in unexpected places OCTOBER 11, 2021 American Express Co. believes a consumer may want to create a full financial plan, complete with toggles for job promotions and inflation as well as important life events. They're not the only company that thinks so. IN THE NEWS Envestnet-Backed, Medicare Startup Healthpilot Launches as Open Enrollment Nears OCTOBER 8, 2021 The software that simplifies Medicare health insurance plan selection and enrollment will be available at no cost to advisors and their clients through MoneyGuide and other Envestnet services. PODCAST The Big Reveal Podcast Series OCTOBER 13, 2021 James Poer: The Importance of Firm Culture, Hiring and Retaining the Best People, also is Private Equity a Friend or Foe? In this episode, the Kestra Holdings CEO shares his critical components essential to achieving a successful and positive firm culture, his advice to anyone looking to buy or sell their practice and his thoughts on whether private equity investment is good for advisors long term! Plus, what is the one question he asks EVERYONE he interviews… and where you may find him during his downtime! BLOG POST PMC Global Macro Team: A Look At The Latest Trends You Should Be Tracking OCTOBER 8, 2021 Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with comprehensive manager research, portfolio consulting, and portfolio management to help improve client outcomes. PRESS RELEASE Envestnet Partners with Healthpilot to Optimize Medicare Insurance Coverage OCTOBER 5, 2021 Partnership Fuses the Worlds of Health & Wealth, Allowing Advisors to Seamlessly Assist Medicare-Eligible Clients with Insurance Plan Selection, Enrollment & Management BLOG POST With Envestnet’s Trust Services Exchange, Advisors Have A Powerful Tool to Transfer Wealth OCTOBER 5, 2021 As we have written about before, the next ten years offer a huge opportunity to financial advisors who are ready and prepared to grow their business. U.S. household assets are expected to increase from $87 trillion to over $140 trillion by 2030 WHITEPAPER Accelerating the WealthTech Transformation An Envestnet Report Illuminating Opportunities Ahead We believe that with customer education, smart technology, and a reframing of how advisors and their clients work together, the advisor of the future will be able to make this vision a reality for an ever-growing proportion of the population. Here are five WealthTech trends expected to transform our industry in the years ahead. PODCAST The Big Reveal Podcast Series SEPTEMBER 29, 2021 Dani Fava: Her candid take on game-changing Trends, the Importance of Inclusion, and how her DAUGHTER influenced her career in fintech! In this episode, Dani shares several ways firms can approach inclusion, where AI will provide the biggest assist for advisors, and why Embedded Finance is the next big thing! AND how a panel with ME lead her to Envestnet. Plus, Dani’s VERY SURPRISING BIG REVEAL... BLOG POST PMC Global Macro Team: A Look At The Latest Trends You Should Be Tracking SEPTEMBER 10, 2021 Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with comprehensive manager research, portfolio consulting, and portfolio management to help improve client outcomes. Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you quickly take note of recent trends that your clients may be inquiring about. IN THE NEWS Envestnet leverages Worth Rises data in new prison industry investment screen for financial advisors and clients who wish to end mass incarceration SEPTEMBER 9, 2021 Envestnet is leveraging Worth Rises' data for a new comprehensive investment screen for the prison industry. Based on Worth Rises’ biennial report The Prison Industry: Mapping Private Sector Players, the new screen will help financial advisors divest client portfolios from corporations involved in the prison industry. IN THE NEWS Embedded investing and why it works SEPTEMBER 8, 2021 Professionally managed portfolios that are accessible inside of consumer apps will give consumers their first taste of investing via a long-term-focused offer — perhaps coupled with education and bite-sized planning. BLOG POST Helping Advisors Customize Client Portfolios with 3 New Impact Overlay Screens SEPTEMBER 9, 2021 Earlier this year we reported that Envestnet is witnessing record adoption of ESG & Impact Investing. As part of our effort to continue to meet that client demand, we are excited to work with Worth Rises and Sustainalytics to release three new Impact Overlay screens this quarter. IN THE NEWS ‘My mission is to create financial wellness for everyone’: A day in the life of Dani Fava, head of strategic development at Envestnet AUGUST 31, 2021 IN THE NEWS The ESG Expected Returns Story Isn't What You Think SEPTEMBER 1, 2021 Many financial professionals still recite a pat response when clients ask about socially responsible investments: Beware! They will likely underperform the broad market. PRESS RELEASE Enhancements to Envestnet’s Recommendations Engine Further Optimize Presentation & Delivery of Unique Data-Driven Ideas to Help Advisors AUGUST 23, 2021 Planning Analytics Component & Annuity Data Strengthen Actionable Recommendations & Engagement Opportunities for Advisors BLOG POST Enhanced Usability and Efficiency in Our Q3 Release AUGUST 26, 2021 The Envestnet evolution continues! This quarter’s release pushes towards greater platform efficiency and enhanced usability – continuing to offer financial wellness as a service and not just as a concept. As you review this and future updates, you’ll see how we’ve focused on Envestnet’s role as a provider of data, tools, and technology that help you to optimize your client exchanges with highly personalized service. BLOG POST What’s New: Two Reporting and Trading Updates to Enhance the Client Experience AUGUST 27, 2021 While many of you were spending August enjoying the late-summer days, our Envestnet | Tamarac Reporting® and Trading® teams were hard at work rolling out enhancements to our trading and reporting capabilities. For our August release, we are excited to introduce two new improvements to our Reporting and Trading capabilities that support the needs of Registered Investment Advisors (RIAs) and their clients. IN THE NEWS Crypto for Advisors: Your Clients May Already Own Crypto. Here’s How to Hold It AUGUST 26, 2021 Clients are already asking about investing in cryptocurrencies, but within the next tax year, they’ll almost certainly be asking about what to do with the digital tokens they already have. BLOG POST New Ways to Differentiate Your Practice with Customization AUGUST 19, 2021 As Registered Investment Advisors (RIAs) think about the sophisticated needs of their high-net-worth clients, more and more are looking for customization and integrated solutions to connect every aspect of their financial lives. From concerns about potential tax increases to interest in impact investing and the demand for more personalized portfolios, you need the right tools and resources to focus on your clients’ unique needs. BLOG POST PMC Focus on Factors: Head Fake or Here to Stay AUGUST 19, 2021 Rewarded risk factors are recognized as a fundamental component of equity returns. Envestnet | PMC believes that the more robust among the studied risk factors are value, momentum, quality, low volatility, and size. Like all return components, factors are cyclical in nature. Below, we take a look at the performance of these factors in the current market environment. IN THE NEWS 5 reasons why every app is becoming a financial services app AUGUST 18, 2021 Embedded finance has become popular, and profitable, as companies combine savings, lending, insurance, investing and planning services into nontraditional apps, like Walmart Inc. and Uber Technologies Inc. BLOG POST PMC Global Macro Team: A Look At The Latest Trends You Should Be Tracking AUGUST 11, 2021 Envestnet | PMC (PMC) provides independent advisors, broker-dealers, and institutional investors with comprehensive manager research, portfolio consulting, and portfolio management to help improve client outcomes. Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you quickly take note of recent trends that your clients may be inquiring about. PRESS RELEASE Envestnet | MoneyGuide Launches My Plan Builder, a Client-Facing On-ramp to Building a Financial Plan PRESS RELEASE Envestnet Trust Services Exchange Adds Peak Trust Company, Rounding Out Access to Innovative Partners in Top-Tier Trust Planning Jurisdictions JULY 29, 2021 Peak Trust Company's Presence on Trucendent-Powered Trust Account Marketplace Enables Advisors' Clients to Benefit from Favorable Trust Rules in Alaska & Nevada--Without Having to Reside There PRESS RELEASE Envestnet Selected as Investment Manager for Sallus Retirement’s Pooled Employer Plan JULY 22, 2021 Pooled Plan Provider Harnesses Envestnet’s Portfolio Construction & Investment Selection Capabilities to Enhance its Low-Cost, Fully Digital 401(k) Solution Designed for Small Business Owners & Their Financial Advisors BLOG POST 3 Ways Clients Benefit When Advisors Activate Analytics JULY 27, 2021 At our 2021 Advisor Summit On-Demand, Envestnet’s President, Stuart DePina, and I had a conversation about data and analytics in the financial services industry and where we see it heading in the future. If there is one element of that conversation that I want to remind advisors of on a daily basis, it is that we should be excited about data not just because of how it helps advisors, but because of how it helps your clients. IN THE NEWS iCapital raises heart-stopping $440 million at $4-billion valuation, after signing big deals to become the alts engine of Envestnet and Allfunds JULY 27, 2021 The 2013-founded, New York City-based alternatives investments company has positive cash flow, high growth and the growing support of more giants and RIAs. ARTICLE The importance of sustainable investing JULY 7, 2021 Read our new Sharing Perspectives paper with BlackRock. © 2008 - 2021 Envestnet. All rights reserved. Privacy Fraud Awareness Data Promise Legal Business Continuity Security Social This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment services should contact a financial professional. 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