To address the growing demand and interest in alternative investments, Envestnet announced the launch of professionally managed model portfolios featuring interval funds on its WealthTech platform.
The new AI layer will be deployed across Dynamic’s advisor network and virtual home office team, enabling deeper automation, personalization and insight generation across every function of the advisory business.
By combining J.P. Morgan Asset Management’s investment expertise with GeoWealth’s technology platform, financial advisors can deliver more tailored and diversified portfolios, with enhanced access to alternative investments.
Brian Bowen has spent three decades watching advisors succeed—and struggle. The pattern he’s noticed? The best don’t try to do everything. They ruthlessly eliminate energy-draining tasks and focus exclusively on what makes them come alive. As Director of Advisor Integration at Dynamic Advisor Solutions, Bowen helps advisors identify their blind spots and build practices around passion, not obligation. Here’s what he’s learned.
GeoWealth is transforming wealth management by seamlessly integrating private and public markets into a single unified platform. Its UMA technology aims to solve the operational complexity of combining illiquid investments with daily portfolio management—to deliver institutional-grade sophistication with boutique-level customization. Backed by BlackRock, Goldman Sachs, and Apollo, GeoWealth enables RIAs to offer clients diversification through custom model portfolios, automated rebalancing, tax optimization, and scalable private markets access without sacrificing brand identity or operational efficiency.
Envestnet is investing $1 billion over five years to transform advisor technology. The initiative enhances unified managed account capabilities with advisor-traded sleeves, seamless alternatives integration, and true household-level rebalancing. Advisors maintain control over investment decisions while outsourcing trading tasks across multiple custodians. Enhanced Envestnet | Tamarac integration delivers clearer client reporting and simplified portfolio management. The investment supports both cutting-edge technology and expanded human support, helping RIAs of all sizes scale efficiently while keeping client relationships at the center of the experience.
“The star in our logo is a nod to Orion’s celestial namesake and to the advisors we serve — our true north. They’re building the future of wealth management, and our platform is the engine behind their growth."
