Envestnet Tops 2024 'Wealthies' Finalists List With Seven Nominations
Envestnet Tops 2024 'Wealthies' Finalists List With Seven Nominations
"Envestnet is honored by this recognition, which reflects our unwavering commitment to empowering financial advisors through our integrated wealth management platform. Our nominations across diverse categories underscore the breadth and innovation of the Envestnet ecosystem," said Recognition Spans 'All-In-One' Platforms, Innovation, Direct Indexing, Retirement, and Annuities Showcasing Envestnet's Comprehensive Solutions and Integrations
承認涵蓋了'一站式'平台、創新、直接指數、養老金和年金，展示了envestnet的綜合解決方案和整合
BERWYN, Pa., Aug. 27, 2024 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, announced that its ecosystem has been recognized as a finalist for seven 2024 Wealth Management Industry Awards ("Wealthies"). Envestnet's ecosystem received the highest number of finalists from a field of more than 1,000 entries across over 400 companies when including its Exchanges.
賓夕法尼亞州伯溫，2024年8月27日/美通社/--Envestnet(紐交所: ENV)是一家領先的綜合科技、數據情報和財富解決方案提供商，宣佈其生態系統已獲得2024年财富管理行業獎項(「Wealthies」)的終初者提名。Envestnet的生態系統從超過400家公司的1000多個參賽作品中脫穎而出，最終獲得最高數量的提名名額，包括其交易所在內。
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"Envestnet is honored by this recognition, which reflects our unwavering commitment to empowering financial advisors through our integrated wealth management platform. Our nominations across diverse categories underscore the breadth and innovation of the Envestnet ecosystem," said Molly Weiss, Group President, Wealth Management Platform, Envestnet. "We're also excited that Advisor Credit Exchange, which powers the Envestnet Credit Exchange, is a finalist in two categories, recognized for its innovation in enabling financial advisors to seamlessly manage clients' cash and credit alongside investments."
「Envestnet很榮幸獲得這一認可，這反映出我們對通過我們的綜合财富管理平台賦能財務顧問的堅定承諾。我們在多個類別中的提名突出了envestnet生態系統的廣度和創新，」Envestnet财富管理平台集團總裁Molly Weiss說。「我們也很高興，advisor credit exchange作爲Envestnet Credit Exchange的動力，在兩個類別中成爲終初者，因其在使財務顧問能夠無縫管理客戶的現金和信貸與投資方面的創新。」
Celebrating its tenth year in September, the Wealthies recognize top companies, individuals, and organizations dedicated to supporting financial advisor success. Envestnet has been named a finalist this year for the following innovations, reinforcing the holistic solutions and platform it delivers for financial advisors:
慶祝其成立第十個年頭的9月，Wealthies表彰了致力於支持財務顧問成功的頂級公司、個人和組織。envestnet今年憑藉以下創新榮膺終初者，進一步強調了其爲財務顧問提供的整體解決方案和平台：
Quantitative Portfolios (CATEGORY: Direct Indexing for Asset Managers): Envestnet's Quantitative Portfolios (QPs) are its internally managed direct indexing solutions for advisors available on its platform. QRG Capital Management, Inc., an Envestnet subsidiary, drives the QPs with its research framework, construction techniques, and portfolio management experience. Over the past three years, Envestnet's QPs offerings have grown by 40% annually in accounts and advisors. Since its launch in 2013, direct indexing has become the most popular separate account strategy across the Envestnet ecosystem.
定量投資組合(類別: 資產管理公司的直接指數化)：envestnet的定量投資組合(QPs)是其在平台上爲顧問提供的內部管理的直接指數化解決方案。envestnet的子公司QRG Capital Management, Inc.憑藉其研究框架、構建技術和組合管理經驗推動了QPs的發展。在過去三年中，envestnet的QPs在帳戶和顧問方面每年增長40%。自2013年推出以來，直接指數化已成爲envestnet生態系統中最受歡迎的單獨帳戶策略。
Access to Annuities via the Insurance Exchange (CATEGORY: Insurance): The Envestnet Insurance Exchange, powered by Fiduciary Exchange, LLC (FIDx), gives access to many types of annuities, enabling advisors to deliver fully integrated advice through Envestnet's ecosystem. It provides end-to-end management of annuity solutions through the Envestnet platform so that advisors can seamlessly plan, research, propose, open, and actively manage annuities from leading carriers. A prominent registered investment adviser began using the Envestnet Insurance Exchange in 2022 and created a proprietary advisory annuity for its advisors. Since then, they've expanded the use of the platform to include more than 600 active advisors, with an average of 22 new users each month.
通過保險交易所訪問年金（類別：保險）：envestnet保險交易所由Fiduciary Exchange, LLC（FIDx）提供支持，可訪問多種類型的年金，使顧問能夠通過envestnet的生態系統提供全面集成的建議。它通過envestnet平台實現了年金解決方案的端到端管理，使顧問可以無縫規劃、研究、提出、開展和積極管理來自領先承載商的年金。一家傑出的註冊投資顧問於2022年開始使用envestnet保險交易所，併爲其顧問創建了一種專有的諮詢性年金。從那時起，他們已經將該平台的使用範圍擴展到包括600多名活躍顧問，在每個月新增22名用戶。
Retire Complete (CATEGORY: 401(k) Technology for Retirement Plan Support and Advisor Services): In November 2023, Envestnet deepened its relationship with Empower to launch Retire Complete, a turnkey digital 401(k) solution offering retirement plan sponsors access to high-quality plans within minutes. Envestnet Retire Complete can support advisors and their business owner clients in the retirement market, combining Envestnet's fiduciary guidance and investment due diligence with Empower's personalized communications and investments, to help more employers provide competitive 401(k) plans. This solution creates an opportunity for advisors to help businesses deliver value to their employees—while helping to address fiduciary concerns and service challenges associated with running a retirement plan, enabling more organizations to offer a competitive benefits package for attracting and retaining top talent.
完整退休（類別：401(k)退休計劃支持和顧問服務的技術）：2023年11月，envestnet加深了與Empower的關係，推出了完整的退休，這是一個一站式數字化401(k)解決方案，可以讓退休計劃發起人在幾分鐘內獲得高質量的計劃。envestnet完整退休可以支持顧問和其業務主人客戶在退休市場上，將envestnet的受託責任指導和投資盡職調查與Empower的個性化溝通和投資相結合，幫助更多的僱主提供有競爭力的401(k)計劃。此解決方案爲顧問提供了幫助企業爲員工提供價值的機會，同時幫助解決運行退休計劃時面臨的受託責任和服務挑戰，使更多組織能夠提供有競爭力的福利計劃來吸引和留住頂級人才。
Envestnet Wealth Management Platform (CATEGORY: Innovation Platforms): Envestnet has transformed the way fee-based financial advice is delivered through its Wealth Management Platform. Serving the wealth management industry for 25 years with more than $6 trillion in platform assets, Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of integrated technology, advanced insights, and comprehensive solutions. It is positioned to help advisors adapt to changes in how essential advice is defined and delivered.
envestnet财富管理平台（類別：創新平台）：通過其财富管理平台，envestnet已經改變了基於費用的金融諮詢的提供方式。envestnet已爲财富管理行業提供了25年的服務，平台資產超過6萬億美元，通過其集成技術、高級洞察力和全面解決方案的生態系統，幫助推動财富管理師的增長，改變金融諮詢的提供方式。它具備適應定義和提供基本建議方式變化的能力，爲顧問提供支持。
Envestnet Wealth Management Ecosystem (CATEGORY: Unified (All-In-One) Systems): Envestnet refines its ecosystem to empower advisors and enterprises, aiming to enable them to maximize the value they deliver to clients. Envestnet has been at the forefront of the wealth management industry for 25 years, offering essential tools and support to empower financial advisors. With a wide range of services including TAMP, and through partnerships, access to insurance, credit, trust services, and alternatives, Envestnet's ecosystem caters to the diverse needs of clients. Leveraging 100+ data insights, with millions of specific account incidents, advisors can enhance client service delivery and bring efficiency to their practices. Envestnet's commitment to improving advisors' daily experiences drives it to innovate, providing technology-driven solutions that help foster growth, productivity, and deeper client engagement.
Envestnet Wealth Management Ecosystem（類別：統一（一體化）系統）：Envestnet改進其生態系統，爲顧問和企業賦能，旨在幫助他們最大化爲客戶創造的價值。Envestnet在财富管理行業處於前沿地位已有25年，並提供必備的工具和支持來賦權金融顧問。通過包括TAMP在內的廣泛服務以及通過合作伙伴提供的保險、信貸、信託服務和其他選擇，Envestnet的生態系統滿足了客戶多樣化的需求。通過利用100多種數據洞察力和數百萬具體帳戶事件，顧問可以提升客戶服務交付的水平，並提高實務效率。Envestnet致力於改善顧問的日常體驗，推動創新，提供技術驅動的解決方案，幫助實現增長、提高生產力和增加與客戶的親密接觸。
In addition to being named a finalist in these categories, the Advisor Credit Exchange (ACE), which powers the Envestnet Credit Exchange, was named a finalist in two categories. The winners for this year will be announced at a black-tie ceremony on September 5, 2024, at the Ziegfeld Ballroom in New York City.
除了在這些類別中成爲入圍者外，財富顧問信用交易所（ACE），也就是Envestnet信用交易所的動力，也入圍了兩個類別的入圍者。今年的獲獎者將在2024年9月5日在紐約市Ziegfeld球場的一個黑領帶儀式上宣佈。
About Envestnet
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by industry-leading service and support. Serving the wealth management industry for 25 years with more than $6.2 trillion in platform assets—more than 110,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs -- thousands of companies, depend on Envestnet technology and services to help drive business growth and productivity, and better outcomes for their clients. Data as of 6/30/24.
關於 Envestnet
Envestnet通過其連接的技術、先進的洞察力和全面的解決方案，以及業內領先的服務和支持，幫助引領财富管理者的增長，並改變金融諮詢的交付方式。在過去的25年裏，Envestnet在财富管理行業積累了逾$6.2萬億的平台資產，服務於超過110,000名顧問、美國20家最大的銀行中有17家，50家最大的财富管理和券商公司中有48家，以及超過500家最大的註冊投資顧問公司，成千上萬家公司依賴Envestnet的技術和服務，來推動業務增長和提高生產效益，爲客戶創造更好的結果。數據截至2024年6月30日。
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For a deeper dive into how Envestnet is shaping the future of financial advice, visit . Stay connected with us for the latest updates and insights on LinkedIn and X (@ENVintel).
Envestnet指的是上市控股公司Envestnet，Inc.（NYSE:ENV）的子公司集合。欲深入了解Envestnet如何塑造金融諮詢的未來，請訪問網站。通過LinkedIn和X（@ENVintel）與我們保持聯繫，獲取最新的更新和洞察。
Through its ACx technology, Advisor Credit Exchange, LLC ( ̈ACE ̈) provides access to lending solutions for advisors ́ clients via the Envestnet Platform through Envestnet Asset Management ́s affiliate, Envestnet Financial Technologies. Envestnet, Inc. has a financial interest and occupies board of director positions in ACE. Neither ACE nor Envestnet offers any loan products or makes any lending decisions. The funding and administration of all loans is undertaken by separate and unaffiliated financial institutions. This press release should not be construed as a recommendation or endorsement of any particular product, service, bank or firm.
通過其ACx技術，Advisor Credit Exchange, LLC ( ̈ACE ̈) 通過Envestnet資產管理的附屬公司Envestnet Financial Technologies爲顧問的客戶提供借貸解決方案，在Envestnet平台上提供訪問。Envestnet, Inc. 在ACE擁有財務利益並擔任董事會職務。ACE和Envestnet均不提供任何貸款產品或作出任何貸款決定。所有貸款的資金和管理均由分開並無關聯的金融機構承擔。本新聞稿不應被解釋爲對任何特定產品、服務、銀行或公司的推薦或認可。
Plan sponsors will always retain some fiduciary responsibility and should therefore conduct their own initial and ongoing research and due diligence on third party service providers, including but not limited to trustees, investment managers, recordkeepers and third party administrators.
計劃發起人始終保留一定的受託責任，因此應對第三方服務提供商（包括但不限於受託人、投資經理、記錄保管人和第三方行政人員）進行自己的初步和持續的研究和盡職調查。
The Wealthies are awarded to the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Over 1,000 entries received from more than 400 companies were considered by the Wealthies judging panel. Neither Envestnet nor its affiliates paid any fees to be considered and this award is not indicative of Envestnet, nor any of its affiliates, partners, or subsidiaries future performance. The awards will be granted in September 2024 with evaluation based on the previous 18 months.
Wealthies獎授予那些爲金融顧問的日常活動帶來真正差異的新創新公司和個人。 Wealthies評審小組考慮了來自400多家公司的1000多個參賽作品。Envestnet及其關聯公司均沒有繳納任何費用來參與評選，此獎項並不代表Envestnet或其任何關聯公司、合作伙伴或子公司未來的表現。獎項將於2024年9月授予，評估將基於之前18個月的情況。
MEDIA CONTACTS:
Amy Norcini
Envestnet
[email protected]
媒體聯繫人：
Amy Norcini
Envestnet
[email protected]
Andrew Jennings | JConnelly for Envestnet
[email protected]
Andrew Jennings | JConnelly代表Envestnet
[email protected]
SOURCE Envestnet, Inc.
來源：Envestnet, Inc。
譯文內容由第三人軟體翻譯。