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Benefits of Unified Technology

The Effects of Advanced Integration

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More Time

  • RIA and IBD advisors increase time spent on investment management and client prospecting by 19% – 28%
  • Bank/trust advisors increase time spent on investment management by 62%

Source: Aite Group, September 2016 "Technology Integration Turbocharges Advisor Productivity: Making Time for Clients" survey of 330 advisors in April 2016

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Productivity

  • Advisors complete 56% more financial plans
  • IBD advisors double their book of business

Source: Aite Group, September 2016 "Technology Integration Turbocharges Advisor Productivity: Making Time for Clients" survey of 330 advisors in April 2016

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Scale

  • RIAs serve 57% more clients and have larger practices
  • Bank/trust advisors have 76% higher practice revenue

Source: Aite Group, September 2016 "Technology Integration Turbocharges Advisor Productivity: Making Time for Clients" survey of 330 advisors in April 2016

The Envestnet Difference

Addressing Your Challenges

As our industry evolves—and the financial markets become more complex—Envestnet employs innovative technology coupled with personalized investment intelligence to provide truly client-focused wealth management. We understand the challenges you face and our intelligent systems for wealth management and financial wellness work to advance, streamline, and scale your business.

A Partner You Can Trust

Envestnet is a leading provider of intelligent systems for wealth management and financial wellness. We uniquely provide a financial network connecting software, services, and data to deliver better intelligence that drives better outcomes. Our network includes:

Banks

16 of the 20 largest U.S. banks

Institutions

39 of the 50 largest wealth management and brokerage firms

Advisors

More than 500 of the largest RIAs

FinTech Firms

More than 500 Internet services companies

Asset Managers

92 of the top 100 SMA Managers

For more information about how unified technology can help your firm, visit envestnet.com.

The information, analysis, and opinions expressed herein are for general and educational purposes only. The graphical illustrations herein do not represent client information or actual investments Nothing contained in this commentary 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. The statements herein are based upon the opinions of Envestnet and third party sources. Information obtained from third party resources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Past performance is not a guarantee of future results.

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