Envestnet Wins Five 2024 'Wealthies' Awards, Including Advisor Choice Award & Best Unified (All-in-One) System
Envestnet (NYSE: ENV) has secured five awards at the 2024 WealthManagement.com Industry Awards, including the Advisor Choice Award and Best Unified (All-in-One) System. The company's ecosystem, including its Exchanges and partner integrations, was recognized for excellence in various categories.
The awards won by Envestnet are:
- Advisor Choice Award – Best Technology Provider for Innovation Platforms
- Best Unified (All-in-One) System – Wealth Management Platform
- Best Insurance Offering – Access to Annuities via the Insurance Exchange and FIDx
- Best Securities-Based Lending Offering – Accessed via the Advisor Credit Exchange Platform
- Best Defined Contribution Investment Only Provider – Envestnet and Morningstar's managed IRA solution with IRALogix
Molly Weiss, Group President of Wealth Management Platform at Envestnet, expressed pride in the recognition, highlighting the company's commitment to providing comprehensive solutions for advisors and their clients' financial needs.
Envestnet (NYSE: ENV) ha ricevuto cinque premi ai WealthManagement.com Industry Awards 2024, incluso il Premio Scelta degli Advisor e Miglior Sistema Unificato (Tutto-in-Uno). L'ecosistema dell'azienda, comprese le sue Exchange e le integrazioni con i partner, è stato riconosciuto per l'eccellenza in diverse categorie.
I premi vinti da Envestnet sono:
- Premio Scelta degli Advisor – Miglior Fornitore di Tecnologia per Piattaforme Innovative
- Miglior Sistema Unificato (Tutto-in-Uno) – Piattaforma di Gestione Patrimoniale
- Miglior Offerta Assicurativa – Accesso a Rendite tramite l'Insurance Exchange e FIDx
- Miglior Offerta di Prestiti Garantiti da Titoli – Accesso tramite la Piattaforma di Credito degli Advisor
- Miglior Fornitore di Investimenti a Contribuzione Definita – Soluzione IRA gestita da Envestnet e Morningstar con IRALogix
Molly Weiss, Presidente del Gruppo della Piattaforma di Gestione Patrimoniale di Envestnet, ha espresso orgoglio per il riconoscimento, sottolineando l'impegno dell'azienda a fornire soluzioni complete per le esigenze finanziarie degli advisor e dei loro clienti.
Envestnet (NYSE: ENV) ha obtenido cinco premios en los WealthManagement.com Industry Awards 2024, incluyendo el Premio Elección del Asesor y Mejor Sistema Unificado (Todo-en-Uno). El ecosistema de la compañía, que incluye sus Exchanges y integraciones con socios, fue reconocido por su excelencia en diversas categorías.
Los premios ganados por Envestnet son:
- Premio Elección del Asesor – Mejor Proveedor de Tecnología para Plataformas Innovadoras
- Mejor Sistema Unificado (Todo-en-Uno) – Plataforma de Gestión Patrimonial
- Mejor Oferta de Seguros – Acceso a Anualidades a través del Insurance Exchange y FIDx
- Mejor Oferta de Préstamos Garantizados por Valores – Accedido a través de la Plataforma de Crédito de Asesores
- Mejor Proveedor de Inversiones de Contribución Definida – Solución IRA administrada por Envestnet y Morningstar con IRALogix
Molly Weiss, Presidenta del Grupo de la Plataforma de Gestión Patrimonial de Envestnet, expresó su orgullo por el reconocimiento, destacando el compromiso de la empresa de proporcionar soluciones integrales para las necesidades financieras de los asesores y sus clientes.
Envestnet (NYSE: ENV)는 2024 WealthManagement.com 산업 시상식에서 어드바이저 선택상과 최고의 통합 시스템 (올인원)을 포함하여 다섯 개의 상을 수상했습니다. 회사의 생태계, 즉 거래소와 파트너 통합이 다양한 분야에서 탁월함을 인정받았습니다.
Envestnet이 수상한 상은 다음과 같습니다:
- 어드바이저 선택상 – 혁신 플랫폼을 위한 최고의 기술 제공업체
- 최고의 통합 시스템 (올인원) – 자산 관리 플랫폼
- 최고의 보험 제공 – 보험 거래소 및 FIDx를 통한 연금 접근
- 최고의 증권 기반 대출 제공 – 어드바이저 신용 거래소 플랫폼을 통한 접근
- 최고의 확정 기여 투자 전용 제공업체 – Envestnet와 Morningstar의 IRALogix와 함께하는 관리형 IRA 솔루션
Envestnet 자산 관리 플랫폼의 그룹 사장인 몰리 와이스는 이 인정에 대한 자부심을 표현하며, 어드바이저와 그 고객의 재정적 요구에 대한 포괄적인 솔루션을 제공하는 회사의 의지를 강조했습니다.
Envestnet (NYSE: ENV) a remporté cinq prix lors des WealthManagement.com Industry Awards 2024, y compris le Prix Choix des Conseillers et le Meilleur Système Unifié (Tout-en-Un). L'écosystème de l'entreprise, y compris ses Échanges et ses intégrations avec des partenaires, a été reconnu pour son excellence dans diverses catégories.
Les prix remportés par Envestnet sont :
- Prix Choix des Conseillers – Meilleur Fournisseur de Technologie pour les Plateformes d'Innovation
- Meilleur Système Unifié (Tout-en-Un) – Plateforme de Gestion de Patrimoine
- Meilleure Offre d'Assurance – Accès aux Rentes via l'Insurance Exchange et FIDx
- Meilleure Offre de Prêts Basés sur des Titres – Accessible via la Plateforme de Crédit des Conseillers
- Meilleur Fournisseur d'Investissement à Contribution Définie – Solution IRA gérée par Envestnet et Morningstar avec IRALogix
Molly Weiss, Présidente du Groupe de la Plateforme de Gestion de Patrimoine chez Envestnet, a exprimé sa fierté pour cette reconnaissance, soulignant l'engagement de l'entreprise à fournir des solutions complètes pour les besoins financiers des conseillers et de leurs clients.
Envestnet (NYSE: ENV) hat fünf Auszeichnungen bei den WealthManagement.com Industry Awards 2024 erhalten, darunter den Advisor Choice Award und Bestes integriertes (All-in-One) System. Das Ökosystem des Unternehmens, einschließlich seiner Exchanges und Partnerintegrationen, wurde in verschiedenen Kategorien für seine Exzellenz anerkannt.
Die von Envestnet gewonnenen Auszeichnungen sind:
- Advisor Choice Award – Bester Technologieanbieter für Innovationsplattformen
- Bestes integriertes (All-in-One) System – Vermögensverwaltungsplattform
- Bester Versicherungsanbieter – Zugang zu Renten über den Versicherungs-Austausch und FIDx
- Bester kreditgestützter Wertpapierkredit – Zugriff über die Advisor Credit Exchange Plattform
- Bester Anbieter von Beitragsdefinierten Investitionen – Von Envestnet und Morningstar verwaltete IRA-Lösung mit IRALogix
Molly Weiss, Gruppenpräsidentin der Vermögensverwaltungsplattform von Envestnet, äußerte ihren Stolz über die Anerkennung und hob das Engagement des Unternehmens hervor, umfassende Lösungen für die finanziellen Bedürfnisse der Berater und ihrer Kunden anzubieten.
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Now in its 10th year, the WealthManagement.com Industry Awards aims to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. Winners were selected based on quantitative measures of their initiatives—including scope, scale, adoption and feature set—along with qualitative measures such as innovation, creativity and new methods of delivery.
Envestnet's 2024 Wealthies Wins:
- Advisor Choice Award – Best Technology Provider for Innovation Platforms
- Best Unified (All-in-One) System – Wealth Management Platform
- Best Insurance Offering – Access to Annuities via the Insurance Exchange and FIDx
- Best Securities-Based Lending Offering – Accessed via the Advisor Credit Exchange Platform
- Best Defined Contribution Investment Only Provider – Envestnet and Morningstar's managed IRA solution with IRALogix
"Through the hard work and commitment of our product teams, we've been recognized for our Unified 'all-in-one' Wealth Management System, and seeing that effort recognized with the 'Wealthies' Advisor Choice Award makes it even more rewarding," said Molly Weiss, Group President, Wealth Management Platform, Envestnet. "Winning multiple awards this year highlights the breadth, strength and scale of our ecosystem—from our Wealth Management Platform to our comprehensive suite of solutions that can help advisors solve for clients' financial needs. Above all, the trust our clients and partners place in our products and technology is a tremendous source of pride.
Disclosure: The 2024 WealthManagement.com ("Wealthies") are awarded to firms who demonstrate outstanding achievement in support of financial advisor success. Neither Envestnet nor its affiliates paid any fees to be considered, and these awards are not indicative of any Envestnet product or strategy's future performance. Some individuals on the Wealthies judging panel are employees of Envestnet clients. The awards were granted in September 2024 with evaluation based on in the last 18 months.
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
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 www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@ENVintel).
MEDIA CONTACTS:
Amy Norcini
Envestnet
amy.norcini@envestnet.com
Andrew Jennings | JConnelly for Envestnet
envestnetpr@jconnelly.com
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SOURCE Envestnet, Inc.
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