Envestnet, Inc., a leading provider of intelligent systems for wealth management and financial wellness, 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 platforms 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.

Additionally, the partnership will make it possible to integrate the Wealth Data Platform (WDP) from Envestnet Data & Analytics as part of FNZ’s platform and offer it to FNZ’s international clientele. Envestnet’s WDP will use advanced predictive models to help businesses, advisers, and asset managers operate their operations more successfully by using FNZ’s global size and data sets.

“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,”

                                                                 Bill Crager, Co-Founder 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,”

“The integrated solution will help our partners accelerate innovation and create outstanding client experiences.”

                                                                                                 Adrian Durham, CEO of FNZ.