Tag Archives: Jud Bergman

Envestnet updates from day two of the 2019 Envestnet Advisor Summit

Posted on May 11, 2019 by in Conferences

In our day two coverage of the 2019 Envestnet Advisor Summit, we learn what’s new in the Envestnet product roadmap, hear what financial advisers want from their technology provider, learn about the new acquisition of MoneyGuide, and how Bill Crager feels the company is positioned to deliver Financial Wellness to millions of households in America.

Click here to watch the video on YouTube: https://youtu.be/4PcKDgLt_aI
2019 Envestnet Advisor Summit video coverage sponsored by Envestnet, Inc. Visit https://www.envestnet.com/ for more information.

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. The company’s open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Platform gives financial professionals the tools to conquer complexity and drive success.

In May 2019, I attended the 2019 Envestnet Advisor Summit in Austin, Texas to highlight many of the changes and announcements made over the prior 12 months. In the promotional video of day two above, I learned what’s new in the Envestnet product roadmap, heard what financial advisers want from their technology provider, learned about the new acquisition of MoneyGuide, and how Bill Crager feels the company is positioned to deliver Financial Wellness to millions of households in America.

So how do you feel Envestnet is positioned in the financial services industry to help financial professionals meet client needs? Have their recent acquisitions made you feel more optimistic about the role of technology in wealth management?

Share your thoughts and comments below!

Envestnet updates from day one of the 2019 Envestnet Advisor Summit

Posted on May 10, 2019 by in Conferences

Join us as we give you an update on many changes from the last 12 months at Envestnet, including new leadership, new acquisitions, new products, and new features. Filmed in Austin, TX during the 2019 Envestnet Advisor Summit.

Click here to watch the video on YouTube: https://youtu.be/3pTY1iP_MD8
2019 Envestnet Advisor Summit video coverage sponsored by Envestnet, Inc. Visit https://www.envestnet.com/ for more information.

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. The company’s open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Platform gives financial professionals the tools to conquer complexity and drive success.

In May 2019, I attended the 2019 Envestnet Advisor Summit in Austin, Texas to highlight many of the changes and announcements made over the prior 12 months. In the promotional video of day one above, I spoke with CEO Jud Bergman about ways the company is empowering financial professionals to be transformative leaders for their clients, summarized the latest enhancements to the Envestnet | Tamarac software platform for advisers, introduced new leadership roles within the company, and more.

So how do you feel Envestnet is positioned in the financial services industry to help financial professionals meet client needs? Have their recent acquisitions made you feel more optimistic about the role of technology in wealth management?

Share your thoughts and comments below!