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Envestnet Reports Strong Results for New Brand Campaign: Tech Roundup

By Jeff Berman

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What You Need to Know

  • In 90 days, Envestnet says interest in its Fully Vested effort topped expectations.
  • Zoe Financial says Commas is the latest RIA to join its advisor network.
  • Northfield Information Services and Vestmark announce an expanded partnership.

Envestnet reported better-than-anticipated results for the “Fully Vested” omnichannel brand campaign it launched in September.

The campaign was designed to communicate how its financial wellness ecosystem helps advisors and other financial professionals deliver the “Intelligent Financial Life” for their clients, according to Envestnet. The campaign includes online video, out-of-home advertising, radio and connected TV.

In only 90 days, Envestnet saw interest “far exceeding expectations, with website traffic increasing significantly — and engagement to “learn more” by clicking through to the Envestnet ecosystem tripling,” it said.

Unique visitors also increased and returning users continued to accelerate across the Envestnet digital landscape, it said, adding the early results showed “this is a conversation that the wealth management and financial advisor community need to have.”

Vestmark Teams With Northfield

Northfield Information Services and Vestmark say their new, expanded relationship will allow the companies to provide even more personalized solutions for wealth management firms via a “tighter integration of clients’ tax considerations and ESG preferences,” they said in a joint announcement.

Vestmark is a provider of portfolio management tools and trading software, while Northfield is a risk management analytics provider.

The companies have been working together for over 10 years to provide integrated optimization capabilities to mutual clients, they noted.

The new, expanded relationship between them means Vestmark can integrate Northfield’s Managed Accounts Rebalancing System and the VestmarkONE platform to “facilitate even more personalized solutions for wealth management firms,” they said.

The joint offering will provide a tighter integration of client tax information, ESG preferences, and other portfolio customization requests captured within VestmarkONE, they pointed out.

As part of the expanded pact, MARS will also be integrated with Vestmark’s proposal generation module, “enhancing advisor conversations with clients about their personalization, tax transitioning, and ongoing tax budgeting needs supported by intuitive, risk-based scenarios,” the firms said.

Client portfolios will then be optimized on an ongoing basis through integration between MARS and the portfolio management and trading capabilities of VestmarkONE, they added.

Zoe Adds Commas

Truepoint’s Commas is the latest RIA to join the Zoe Financial advisor network that connects investors with independent, fiduciary financial advisors, Zoe said Tuesday.

Before partnering with Zoe, RIAs must go through a rigorous vetting process that Zoe said it uses to “ensure that clients are only connected with the top 5% of advisors countrywide” in the U.S.

Commas provides fee-only service to clients and focuses on what it calls the “everyinvestor” segment of the market that Zoe said “usually doesn’t fit the standards set by traditional high-net-worth advisories” and includes investors who “don’t necessarily have millions of dollars in their accounts but also deserve the advice to make better financial decisions.”

 (Image: Shutterstock)

Jeff Berman

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