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By Ryan Russell Company

2017 Envestnet Advisor Summit Recap

5 minute read
2017 Envestnet Advisor Summit Recap Featured Image

The Envestnet Advisor Summit painted Dallas green last week at the Gaylord Texan Resort and Convention Center and Twenty Over Ten Co-Founders Ryan Russell and Nick DiMatteo were there to experience it all. This year’s event brought together over 2,000 investment professionals from around the country around the theme of “Experts and Machines deliver better outcomes than experts or machines alone.

As Envestnet CEO Jud Bergman said, “Imagine a system where you and a client are at the center of a network — an intelligent network. This is a network where smart technology enhances the human dimension that makes you truly essential as an advisor.” Over three days at the annual event, the Chicago-based technology company laid out how it plans to offer advisors something they can’t get elsewhere – a tightly integrated ecosystem bringing together the acquisitions its made over recent years (such as Yodlee) plus new integration partners such as Twenty Over Ten and Riskalyze.

The event was filled with exciting announcements as Envestnet unveiled its vision of an Advisor-Centric, Intelligent System of Wealth Management. Twenty Over Ten and Envestnet are both committed to providing advisors the tech solutions they need, and we were excited to announce and unveil our collaboration at the event. Learn more about the Envestent + Twenty Over Ten announcement.

Here are a few key takeaways from the event, for those who were unable to join:

3 Things you Need to Know from the 2017 Envestnet Advisor Summit (#ENVsummit)


1. Never before has it been more important for advisors to pay attention to the complete lifecycle of their clients. From establishing a strong first impression (via your website, blog or social media), to providing a modern client experience (through tools like client portals, risk assessments and financial planning software), to nurturing the next generation (through blogs, events and other digital marketing), it is essential that advisors deliver a tech-centric solution.

2. As the financial advisory industry continues to innovate, a digital divide is opening between advisors who embrace technology to its fullest possible extent, and those who do not. Advisors who adopt and integrate the digital tools that provide a more interactive and streamlined client experience are seeing better results over time. To cross this digital divide (and remain relevant to clients who have grown up with technology), advisors must first understand the technology landscape and how they can use new solutions to enhance their practices. Fintech companies give you the tools, but it’s up to you to seamlessly weave those tools throughout the client experience

3. Experts and Machines deliver better outcomes than experts or machines alone. The companies on display were nothing short of amazing, but they are nothing without the advisors who use them. We were honored to be among established companies such as Vestorly and eMoney, and were excited to see new players, such as Genivity (with a great message and focus on both health and wealth).  Advisors who understand which technologies will best enhance their own client experience and then seamlessly integrate those technologies will be best positioned to deliver the most robust client experiences (and produce better outcomes).


For more, see our friend Bill Winterberg’s video recap of Day 1 and Day 2 and 3.

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You may also like: Client Portals: Creating The Total Client Experience and Establishing Your Digital Flagship

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