06.06.25
Envestnet Unveils AI Data Tools to Empower Advisors' Decision-Making
by: Leo Almazora
Envestnet has released a pair of AI tools to streamline data interpretation and enhance decision-making for advisors. According to Envestnet, the rollout reflects growing demand among advisors and home office teams for technology that reduces friction in data analysis. “We’re evolving our platform to transform data into intelligent action,” Jeremi Karnell, head of Envestnet data solutions, said. “Using machine learning, natural language interfaces, large language models, we’re helping advisors make smarter, faster decisions that drive client growth and satisfaction.”
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