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

Introducing our new Options Strategy Quantitative Portfolio (QP), developed by our quantitative asset management team, QRG, to help advisors and clients manage concentrated stock positions with flexibility. We remain focused on delivering solutions that can be customized to address any number of requirements within an investor's portfolio. This options-based strategy offers personalized tools, such as covered calls, protective puts, and collars, to address tax and market volatility risks while generating new income opportunities. https://bit.ly/3YIN6Le With solutions to offset the risks of concentrated holdings—whether from inherited stock, large company positions, or long-term holdings—this QP equips advisors to navigate unique financial situations confidently. Our Options Strategy QP joins Envestnet's suite of Quantitative Portfolios—including Market Series, Factor-Enhanced, Sustainable, and Fixed Income QPs—combining the benefits of beta investing with managed account customization. Each QP empowers advisors to design custom portfolios that align with clients' unique goals and financial needs.

What an incredible time we had at Engage: Alliance! We brought together nearly 200 technology and business leaders, from clients to strategic partners, to celebrate success and explore the holistic power of the Envestnet platform.   Through dynamic discussions, demos, breakout sessions, and opportunities for networking on land and water, our leadership team showcased our unwavering commitment to enhancing productivity and speed to market for our clients.   The key to our shared success lies in the strong relationships we’ve built with these attendees over the years, and we’re proud to grow alongside our clients. Through events like Engage: Alliance, we capture valuable client feedback and spark meaningful conversation, allowing us to grow alongside our clients and partners.

We’re proud to celebrate a decade of ENVathon! What began with our India Operations team has grown into a company-wide hackathon, bringing together participants from across Envestnet. Each year, teams generate breakthrough ideas that drive modernization in operations and engineering, pushing the boundaries of how we think, solve problems, and improve overall operational efficiency. Recently, Envestnet leadership joined our colleagues in India for the final round, where the winning idea was selected. This standout concept will move forward into our company roadmap, showcasing our teams' ingenuity and forward-thinking mindset. ENVathon has become a valued tradition, providing an incredible opportunity for collaboration and driving innovation across the company.

Are you searching for ways to engage with high-net-worth (HNW) clients on a deeper level? https://lnkd.in/eR6ABdyv Pack your boots and join us in Nashville for a full-day symposium filled with informative sessions, interactive discussions, and networking opportunities designed exclusively for HNW advisors. Secure your spot to learn insights and strategies tailored to help you better serve high-net-worth clients! 🤠

Congratulations to Dana M. D'Auria, CFA, Co-CIO and Group President of Envestnet Solutions, on being named a finalist in this year's InvestmentNews Women to Watch Awards in the Executive Excellence category! Dana's passion for her work and commitment to the financial industry are evident in her dedication to empowering clients and driving innovative solutions. Her significant contributions make her truly deserving of this recognition, as she consistently inspires and enlightens her peers. A big congratulations to all the other nominees! *Disclosure: This award will go to a woman in a C-Suite role, in any facet of the wealth management industry, who has demonstrated exceptional leadership over the past 12 months, inspiring their organization to new levels of growth and success. No fees were paid to enter for this award. For more information on the award methodology and judging process, visit https://bit.ly/3Yj3DEp

Dana M. D'Auria, CFA, Co-CIO and Group President, Envestnet Solutions, spoke with Bloomberg about the current financial landscape. "We're in an interesting dynamic where the Fed is cutting, but we're not seeing weakness. At the end of the day, the signs are more positive than you would expect in a Fed cutting cycle. If we can get through the volatility of the election, there is a fair amount of upside." To hear more from Dana, visit https://bloom.bg/3Nz33xh.

What an incredible time at the #MMIAnnualConference! 🎉 The Envestnet team truly brought their A-game. Dana M. D'Auria, CFA, Co-CIO and Group President of Envestnet Solutions, joined a dynamic panel discussion on the power of tech-driven portfolio personalization. We know that personalization is key in today's world of investing, and offering tailored portfolios to clients is no longer optional — it's a must. By leveraging technology, advisors can create customized strategies that meet their clients' unique needs and navigate growth opportunities more efficiently. Blake Wood, Head of Platform Strategy, also took the stage to discuss the exciting evolution of RIA consolidation. As practices are acquired, there's a growing need to address the centralization of investment, technology, and operations. This "new normal" is creating bigger opportunities for advisors and investors.

Last week, we welcomed our Asset Manager partners back in person at our Fall Asset Manager Workshop, where we took a deep dive into our latest product offerings. Our partners were out in full force, eager to explore market trends, Envestnet Data Solutions, Envestnet Workplace, Revenue Manager, and more. They play a crucial role in driving the success of our company and empowering advisors with the tools they need to thrive in a competitive market. We ended the day with an engaging client panel, sparking lively discussions and the knowledge that together, we’re driving innovation and growth in the industry!

Despite the volatility seen in September, the overall market remains resilient, demonstrating that fluctuations can create valuable opportunities for investors. Our Co-CIO Dana M. D'Auria, CFA discusses a dynamic third quarter where value stocks took the spotlight, particularly in the utilities sector. https://bit.ly/3NrxFkb As we move through the remainder of 2024, brace for ongoing market volatility. Stay informed and adapt your strategies to navigate these changes.