PROBLEM
Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. With the constantly changing technical landscape , Envestnet's customers are constantly engaging with their solutions in new ways. Envestnet saw a major opportunity to provide their customers even more value by providing an omnichannel digital experience at their side at all times. The solution needed to be powerful, intelligent, easy to use, and able to adapt quickly as needs change.