Envestnet, Inc

We're excited to announce that registration for Envestnet Elevate 2025 is officially live! Join us for another exciting #ENVElevate — this time, coming to you from Las Vegas! https://lnkd.in/eZdxcqDf This year, we're all in — dedicated to supporting advisors and their clients through technology, solutions, and partnership. We invite you to ask: What do you need to go all in? At Elevate, it's not just about what you learn — it's about how you'll apply it. Expect hands-on breakouts where you can dive deep into actionable strategies that will help you grow your business. Be inspired by keynote speakers who are shaping the future of wealth management, offering fresh perspectives and bold ideas. And, of course, take advantage of networking opportunities to connect with industry leaders, peers, and partners.

Our Berwyn #ENVCares team spread joy and cheer, giving back to our communities this holiday season. Team members shared heartwarming moments at Surrey Services for Seniors, serving lunch, lending a hand, and connecting with amazing individuals in our neighborhood. We are united in making this holiday season extra special for everyone!

2024 Envestnet Wrapped! As we close out 2024, we want to share some of our favorite moments from the year. Here's a look at just a few of the highlights. From Elevate 2024 and industry-leading conferences to volunteering in our communities and strengthening partnerships across the Envestnet ecosystem, we've spent 2024 focused on innovation and collaboration to serve our clients better and drive business growth. We couldn't have done it without our partners. Together, we've helped transform how financial advice is delivered through our ecosystem of connected technology, advanced insights, and comprehensive solutions. We're excited to see what 2025 has in store!

Factor-based direct indexing uses data-driven strategies to bring transparency, tax efficiency, and personalized portfolios built around factors like value, momentum, and quality. On the other hand, traditional active management leans on human judgment, qualitative analysis, and concentrated bets, often with higher costs and less clarity. Of course, no investment strategy is foolproof, but understanding the strengths of each approach can help you better align with your client’s goals. Let’s break it down: https://lnkd.in/gsTzVU9V

May your days be merry and your year ahead be bright! Wishing you all the joy, love, and laughter the holidays can bring. ❄️✨

This holiday season, #ENVCares Raleigh partnered with Centro Para Familias Hispanas to bring joy to over 400 kids in Wake County through their annual toy drive. Our incredible volunteers sorted, selected, and wrapped toys based on each child’s “Santa’s List,” making their holiday dreams come true at the Annual Holiday Celebration. At Envestnet, we are dedicated to supporting our local communities, and this was a truly meaningful experience that brightened so many lives. A heartfelt thank-you to everyone who donated and volunteered!

Get ready for an unforgettable experience at Envestnet Elevate 2025! https://bit.ly/4gklhiQ This year, we're ALL IN — empowering advisors with the technology, solutions, and partnerships they need to succeed. It's not just about what you learn at #ENVElevate but how you'll put it into action. ✨ Engage in hands-on breakouts with actionable strategies to help grow your business. ✨ Be inspired by visionary keynote speakers who are shaping the future of wealth management. ✨ Connect with industry leaders, peers, and partners through invaluable networking opportunities. Don't miss out — register now!

During our sales meeting in Charleston last week, we celebrated the remarkable talent that propels Envestnet forward. From showing unwavering determination and achieving outstanding results to fostering strong partnerships, these individuals exemplify the core values that make Envestnet exceptional. Congratulations to all the winners! They are the driving force behind our continued commitment to pushing boundaries and transforming the way financial advice is delivered through connected technology, advanced insights, and comprehensive solutions.

Our sales team, from across our business lines, connected in Charleston for an intensive week of training, brainstorming, and team building. They worked together, sharpening their tools and knowledge to better deliver the full power of Envestnet to our valued clients in 2025.

Are you an Envestnet user? Make sure to let it be known! Fill out the T3 Technology Tools for Today / Inside Information Software Survey and share your preferred vendor: https://bit.ly/4iCbNkG