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.
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.
