Envestnet, Inc

Attention B/D advisors! Join our in-person HNW workshop to gain insights on building lasting relationships, tax management strategies, & 2024 election trends. Reserve your seat & book your hotel: https://lnkd.in/eq_X4t5V

Another successful #SchwabIMPACT is in the books! Our team had an amazing time connecting with financial professionals and sharing the latest enhancements to the Envestnet ecosystem. This week, we launched a suite of highly requested custodial features in the Envestnet | Tamarac CRM platform, designed to streamline the advisor experience when managing Charles Schwab accounts. These updates are all about empowering advisors to focus more on what truly matters: their clients. https://lnkd.in/eFa3jJQ9 Check out some of our favorite moments! ??

Our latest release is here! From managing documents to mapping new options transaction types, see what’s new with our final round enhancements for 2024. Get all the details here! ?? https://lnkd.in/eqNXDBng

As we embrace this season of giving back, our #ENVCares Berwyn team members volunteered at the Chester County Food Bank at Two Gander Farm. The crew rolled up their sleeves, gathering and organizing crops to be donated to help fight food insecurity in our local communities. While the work was tough, it's one of our favorite — and most rewarding — volunteer days of the year!

Ready to elevate your UMA business? https://lnkd.in/ez8W5SYg With Envestnet’s integrated tech stack, advisors can streamline portfolio management, enhance client outcomes, and optimize tax strategies — all from a single platform. Discover how our unified solution simplifies the management of Unified Managed Accounts (UMA) and Unified Managed Households (UMH) for better growth and efficiency.

We're headed to #SchwabIMPACT with exciting new enhancements in hand! Driven by our ongoing commitment to empower advisors, we've launched a suite of highly requested custodial features in the Envestnet | Tamarac CRM platform to enhance the advisors' experience managing Charles Schwab accounts. Schwab is the custodian of choice for many RIAs, and we're dedicated to helping advisors streamline their processes, bring more value, and focus on what truly matters: their clients. To learn more about these updates to the Envestnet ecosystem, visit us at Booth #701 or join us for two sessions: ? Connecting the Envestnet Ecosystem for RIAs on Thursday, 11/21 at 11:15 a.m. PT ? How to Leverage Envestnet | Tamarac's Unified Managed Account Technology for Growth and Scale on Wednesday, 11/20 at 9:45 a.m. PT. We look forward to connecting and sharing these innovations with you — see you there! https://lnkd.in/ejmj7Rcf

Our Envestnet Revenue Manager team headed to Toronto for the latest TSAM – The Summit for Asset Management conference. We love having the opportunity to connect with industry leaders and share insights about our holistic revenue management and billing platform.

As we lean into the celebration of #TransgenderAwarenessWeek, a time dedicated to honoring transgender individuals, we’re taking the opportunity to practice acceptance and understanding in our workplace and beyond. Now, more than ever, it’s crucial to ensure transgender individuals are safe, seen, heard, and valued. The community continues to face discrimination, transphobia, and barriers to healthcare, education, and equal rights. Through awareness and inclusivity, Envestnet Pride — our ERG dedicated to celebrating the unique identities and experiences of LGBTQIA+ employees and allies — advocates for a world where transgender individuals can thrive. We provide resources, support, and networking opportunities to ensure everyone has the tools they need to contribute to positive change. #WeAreENV Throughout this week and beyond, we encourage everyone to engage with and learn about transgender social justice initiatives led by the Human Rights Campaign: ?? Transgender: Celebrating Changemakers https://lnkd.in/eQe2HAmG ?? Transgender & Non-Binary Educational Resource (HRC)?https://lnkd.in/ePh-C_Yk ?? Transgender Awareness Week Resources https://lnkd.in/e3-8h4nJ

#ENVCares about supporting our communities! Our team joined forces with the Greater Chicago Food Depository to help make a difference, packing an incredible 5,100 meals — that’s 200 meals per volunteer! Together, we’re working to combat hunger and provide for our neighbors in need. We’re grateful for the chance to give back, and we look forward to making an even bigger impact in the future.

As an industry pioneer, Envestnet | PMC has been blending both active and passive investment styles within client portfolios. This investment methodology is embedded in our DNA. So, how did Q3 2024 stack up? Navigating a whirlwind of uncertainty, financial markets demonstrated surprising resilience and strength. Despite geopolitical tensions and fluctuating economic signals, equity markets maintained their upward trajectory, with major indices closing the quarter in positive territory. We also saw a shift from growth to value stocks, reflecting a rotation in investor sentiment as economic data showed signs of improvement, including stronger-than-expected GDP growth and easing inflation pressures. Take a deep dive into the data. https://lnkd.in/ehFwNy_t