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‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships

Centralized Application Produces Data-Driven, Relevant Information Based on Clients’ Specific Needs

Envestnet, Inc. unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned with their values and financial journey progress. Envestnet has partnered with AdvisorStream and Apprise Labs to build Envestnet Connect, creating a centralized personal application designed to help clients achieve financial wellness through deeper connections with their advisors.

“Envestnet Connect embodies what we believe is the future of financial advice — a unified view of a client’s financial health with data driven personalized content that drives advisor/client engagement,” said Bill Crager, CEO of Envestnet. “At a time when investors are seeking stronger connections with their advisors, we are harnessing data science to bring together financial planning, performance reporting and relevant news into one view for clients. This hyper-personalized wealth management experience significantly enhances collaboration and communication between advisors and clients, giving, them the data-driven intelligence necessary to achieve financial wellness.”

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The Envestnet Advisor Summit On-Demand will include a video demo of Envestnet Connect.

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“The present crisis underscores the necessity of an intuitive, customized digital interface for engaging with clients anywhere at any time, and proactively offering relevant information and recommendations,” said Edmond Walters, CEO and Co-Founder of Apprise Labs. “Envestnet Connect makes digital engagement more human, fostering stronger connections that empower advisors to deliver more holistic and valuable financial advice.”

Launching in the second half of this year, Envestnet Connect can serve as a digital touchpoint for advisors to use with their clients. The application was designed to be accessed by clients through a mobile device at any time, and from any location. In addition:

  • Envestnet’s strategic relationship with Apprise Labs creates an application programming interface (API)-driven client experience that consolidates data from multiple sources and brings solutions from across the Envestnet platform into a single customized view.
  • Envestnet’s partnership with AdvisorStream enables Envestnet Connect to include a diverse array of curated multimedia news content from respected, credible sources that is personalized to the goals of a specific household—and presented without advertisements, paywalls, or pop-ups.
  • In addition to current and relevant news, podcasts, and videos, clients will be able to view up-to-date Envestnet performance reports, as well as financial plans from Envestnet | MoneyGuide and Apprise Labs, within Envestnet Connect.
  • Features such as a Financial Calendar and To Do List are designed to keep clients informed and in consistent communication with their advisors.

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“Envestnet’s vision has been instrumental in innovating the industry for more than 20 years, and our partnership will further help advisors move clients closer to achieving financial wellness,” said Kevin Mulhern, CEO and Co-Founder of AdvisorStream. “Leveraging AdvisorStream’s advanced content marketing platform, Envestnet Connect will for the first time enable advisors to intelligently deliver personalized content that matches the financial interests, life events, and lifestyles of their clients. Envestnet Connect raises the client portal bar to heights the industry has not seen before. As a key component of Envestnet Connect, AdvisorStream is positioned to lead the way to more meaningful advisor/client communications today and in the future.”

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