In|Vest 2018: Innovations & Digital Transformations in Wealth
In|Vest 2018: Innovations & Digital Transformations in Wealth

Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

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    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

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Featured Speakers
Featured Speakers
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Schedule at a Glance
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Better Intelligence, Outcomes and Lives



Company Website:

Questions for Envestnet

Product Name

Digital Advice Program

What Does It Do?

Envestnet’s digital advice program is a highly configurable digital investment solution that brings together the simplicity of a self-directed offering with a reputable infrastructure that automates the processes of personal financial management, goals-based planning, portfolio selection, account opening, fund transfers, client communications and more.

What makes your company or product great?

Envestnet is the financial technology company that uniquely provides a financial network connecting software, services and data, delivering better intelligence and enabling advisors and clients to drive better outcomes and improve their lives.

What key challenge does it solve?

The Digital Advice Program helps advisors:

  • Meet the growing online and mobile communication demands of your clients
  • Capture the next generation of clients more profitably
  • Compete in the digital advice marketplace -Digital accounts are managed within the same investment policy guidelines set by the firm for managed accounts

The digital advice program provides a number of key benefits to clients:

  • Choose from a range of flexible investment options, creating proprietary models or selecting from a comprehensive list of third party strategists
  • Clients can aggregate all of their accounts in one place and view personal financial management insights that are provided automatically and intelligently; these insights are integrated with the goals-based planning tools so clients can translate insight into action to achieve their goals
  • The system is highly configurable, enabling an efficient transition from digital to fully-advised service as clients’ financial needs become more complex

Key Executives:

Jud Bergman, Bill Crager

Key Customers/Clients:

  • No. 1 in platform assets with $1,293.7 bn3
  • No. 1 in AUM/A with $425.8 bn1, 2
  • No. 1 Third-Party Vendor by AUM with $131.8 billion2
  • No. 1 Third-Party Vendor by AUA with $294.0 billion1, 2
  • No. 7 Separate Account Single Contract Program Sponsor with $23.3 bn AUM 2
  • No. 10 Mutual Fund Advisory Sponsor with $32.2 billion AUM2
  • No. 3 ETF Advisory Program Sponsor with $19.9 billion AUM 2
  • No. 4 UMA Sponsor with $56.5 billion AUM 2
  • 1 Some licensing assets are included in AUM/A for reporting into MMI and Cerulli; data as of 9/30/17. Note: In Q3 2017, ENV’s AUA totaled $294.0 billion
  • Cerulli Associates gave ENV credit for $310.1 billion
  • 2 Source: Cerulli Associates Managed Accounts Edge, Q4 2017
  • 3 Source: MMI Central, Q4 2017

Key Investors: