/wealth management

News and resources on wealth, investment management, robo and advisor markets worldwide.

Envestnet and FNZ team up

Source: Envestnet

Envestnet, Inc. (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it is partnering with FNZ, a leading global wealth platform, to create a fully digital, integrated wealth management experience for the U.S. market.

The integration of Envestnet’s and FNZ’s platform will allow for real-time account opening and funding along with digitally automated servicing and maintenance capabilities for the full lifecycle of the client account.

Also, the partnership will enable unique insights and experiences generated by Envestnet Data & Analytics’ Wealth Data Platform (WDP) to be integrated as part of FNZ’s platform and distributed to FNZ’s global customer base. Leveraging FNZ’s international scale and data sets, Envestnet’s WDP will help enterprises, advisors, and asset managers more effectively run their businesses with advanced predictive models.

“At Envestnet, we are focused on enabling financial institutions, enterprises, advisors and their clients to make well informed financial decisions. This exciting partnership will advance that mission and enhances our ability to empower advisors to deliver deeper insights to clients. We look forward to working closely with FNZ to provide scaled, streamlined, deeply connected experiences that will deliver greater intelligence and value for all our clients,” said Bill Crager, CoFounder and CEO of Envestnet.

“We are very excited about our partnership with Envestnet. Both of our companies have a shared vision to open up wealth, helping everyone invest in their future on their terms,” said Adrian Durham, CEO of FNZ. “The integrated solution will help our partners accelerate innovation and create outstanding client experiences.” 

Comments: (0)