Every Wall Street Analyst Now Predicts A Stock Rally In 2026

Envestnet’s Gen BI and Insights AI are reshaping how advisors interact with data—transforming trillions in “digital exhaust” into real-time insights, personalized recommendations, and automated workflows. With full compliance baked in, the platform delivers scalable AI that advisors can actually use—securely, efficiently, and immediately.

With custom PDF integration through Report Studio, real-time actionable insights, and upcoming advisor-traded sleeve capabilities, Envestnet continues expanding its configurable TAMP to help advisory firms streamline operations, personalize client presentations, and differentiate in an increasingly competitive wealth management landscape.

Advisors serving clients with $5 million to $30 million in wealth—“mid-tier millionaires”—need more than portfolios. They need scale, specialization, and service. Envestnet is stepping up with a platform tailored to meet those evolving expectations.

CacheTech is shaking up the TAMP space by ditching overwhelming model marketplaces for focused core strategies. CEO Cormac Murphy explains how the firm’s “less is more” approach combines institutional expertise with flexible technology with a goal of delivering tax-aware portfolios and true advisor partnerships. Learn why simplicity, customization, and collaborative dialogue are helping CacheTech attract advisors seeking alternatives to traditional TAMPs or costly in-house solutions.