Our Experience at Envestnet’s Advisor Summit 2022

As we’re sure you are, we’re still teeming with excitement and an expanded perspective after Envestnet’s Advisor Summit. From the keynotes to the sessions, tech announcements, and Expo Hall demonstrations, it was quite a week! We not only had the opportunity to see and hear from key Envestnet leadership, but we were also able to connect and strengthen our relationships with clients and partners, and deepen our knowledge of Envestnet’s products and services. We were fortunate to make new connections and are so proud of COO, Alli Jordan, who represented us on two panels, How RIAs Can Drive Efficiency and Scale and Becoming More Proactive as a Lending Advisor to Your Clients. 

Here’s a recap of the things we’re most excited about coming out of Advisor Summit. 

The Intelligent Financial LifeTM

Co-Founder and CEO, Bill Crager, kicked off Advisor Summit and energized the crowd. He shared Envestnet’s vision of an Intelligent Financial LifeTM where people’s daily financial lives are connected to their long-term goals, and how advisors fit into this. Advisors can help people navigate the needs they have today with where they want to go tomorrow. Advisors can help provide the tools and strategies that give people more visibility, generate more awareness, and help people grow financial confidence as they progress and check off their milestones.

Later, Envestnet’s CMO, Mary Ellen Dugan, shared the stage with Jason Dorsey, a generational researcher, and together they shared finding from the first-ever Intelligent Financial LifeTM study. What are people looking for? The answers include clarity in their finances, advancements in fintech, and connecting with their advisor. 

Technology Updates

Envestnet unveiled several new and updated technology features, including: 

New Envestnet Wealth Data Platform: Made for wealth advisors, this cloud-based data intelligence solution connects data from across your practice, bringing together advisors and small business support portals, data management, and business intelligence, to help you grow your business and meet your clients’ evolving needs. 

New Envestnet Developer Portal: Streamlined and modern, this portal unifies Envestnet’s tech and APIs. What does that mean for you? Leveraging multiple Envestnet is streamlined, so you can onboard clients and roll out new technology faster. 

New MyBlocks Blocks: Impact Assessment helps clients determine if their portfolio is in alignment with their sustainability values. The Next Best Dollar Block helps you connect with your clients and their kids, so together you can decide the best way to allocate their income and maximize paychecks.

Next-Generation Client Portal: Personalization at scale is here. Showcasing a single, data-driven, highly configurable, and connected view of a client’s entire financial life, can help you customize a client’s journey—from mass market to ultra-high net worth. This update is intuitive, modern and offers more transparency for the client. 

Next Generation Trading: Bringing together the best segments of the portfolio management platforms, Next Gen Trading offers unmatched trading solutions and portfolio management. Notable highlights include a personalized and configurable dashboard, a portfolio explorer, trade generation, order review, and order management. You’ll also be integrated with custodial partners and benefit from proposal generation, reporting, research, and billing.


As a fast-growing segment of the professionally managed money universe, sustainable investing was top of mind at Advisor Summit this year. From the Sustainability Pavilion in the Expo Hall to the announcement of Sustainable Investment View, a frictionless workflow strategy to help integrate an investor’s sustainability preferences into proposed investment strategies, we expect to see Envestnet’s sustainable offerings continue to grow. 

Acquisition of Truelytics

Truelytics is an Advisor Transition Management platform that helps wealth management and insurance enterprises attract, grow, and retain advisory businesses, while also reducing the costs related to advisor transitions. This acquisition reinforces Envestnet’s strategy to connect its ecosystem by creating transformative progress for advisors and their clients. 

Guest Keynotes

We really enjoyed hearing from Peter Diamandis, the Founder and Executive Chairman at XPRIZE Foundation, as he shared the joining of tech and people, and well as disruptive innovations. We also heard from NASCAR legend, Danica Patrick. 

If you are a LibertyFi client with any questions about Envestnet’s technology enhancements, please don’t hesitate to reach out to our team.

Until next year!


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