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Chicago, IL – May 7, 2015
Press Release

Envestnet Driving Digital Advice Transformation

Advisor Now Leverages Envestnet Platform to Cross the Digital Divide & Reinforce Independent Advisors' Value Proposition
Envestnet, Inc. (NYSE: ENV) announced that it will be launching Advisor Now, a digital advice portal harnessing Envestnet's core capabilities to help independent advisors demonstrate more value to clients and improve financial outcomes for investors. Advisor Now was introduced today during the Envestnet Advisor Summit (, which is underway at the Hilton Chicago.

“The launch of Advisor Now is part of our ongoing initiative to help advisors deliver high-quality, personalized, and holistic wealth management services where and when clients want them," said Jud Bergman, Chairman and Chief Executive Officer, Envestnet. “Advisor Now combines the technology and algorithms used by digital advice providers with the broad suite of solutions, operational efficiencies, and network connections available from our enterprise-level platform. By embracing digital technology in this way, we seek to connect advisors and their clients like never before—empowering advisors to cross the digital divide, and identify the straightest and shortest routes to their clients' end goals."

Envestnet acquired Upside, a technology company providing digital advice solutions, sometimes called a “robo-advisor" platform, to financial advisors in February 2015. Advisor Now leverages the benefits of the Upside acquisition, offering digital advice capabilities augmented with the broader Envestnet network's time-tested operations and servicing functionality.

To view an interactive video with more information about Advisor Now, please visit:

Advisor Now combines the following components of the Envestnet platform: “Advisor Now is a game-changing digital advice offering because it is powered by tried-and-true Envestnet solutions serving over 40,000 advisors with approximately $700 billion in assets," said Stuart DePina, Group President, Envestnet | Tamarac. “We have brought together these best-in-class elements of the Envestnet platform to create a unique digital advice portal that can transform the way advisors engage with clients, as well as the level of service they are capable of providing. This is the essence of the ongoing evolution of the Envestnet network—helping advisors digitize what they do best."
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About Envestnet

Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.

More than 88,000 advisors and 3,500 companies including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information about Envestnet | Tamarac, please visit and follow @TamaracInc.
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