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Envestnet: AI Insights Steer Investment Strategies

Envestnet, a leading Adaptive WealthTech company, recently announced its findings on the most utilized AI-powered insights by enterprise advisors and registered investment advisors (RIAs) during the second quarter of 2025. With a focus on enhancing client engagement and optimizing their investment strategies, Envestnet’s data provides a crucial snapshot of tools that advisors currently prioritize to identify new business opportunities.

The insights are generated through Envestnet's innovative AI Insights Engine, which integrates decision intelligence (DI). This advanced system employs a mixture of automation, intelligent analytics, and contextual awareness, enabling advisors to surface personalized action items tailored to their clients’ needs. By embedding these insights into daily workflows, advisors can better manage client relationships, transforming complex financial data into straightforward strategies for actionable results.

Trends in Financial Advisory Practices

According to Molly Weiss, Group President of the Wealth Management Platform at Envestnet, the data indicates robust engagement in tools that assist advisors in personalizing recommendations and acting promptly on investment opportunities. Notably, recent research from the Boston Consulting Group (BCG), commissioned by Envestnet, shows that over 90% of investors are willing to adopt new solutions based on their advisors' suggestions. This highlights the significance of presenting the right opportunities precisely when clients need them.

Key Insights from Q2 2025

In Q2 of 2025, certain opportunity-driven insights stood out among package offerings that advisors utilized the most:

1. Uncovering Overlooked Opportunities: Tactics like identifying “Non-Managed Accounts with Underperforming Products” and “Non-Managed Cash Concentration” have consistently ranked high, showcasing advisors' efforts to convert idle or underperforming assets into productive investments.

2. Converting Proposals into Managed Assets: The “Stalled New Account Proposal” insight remained a fundamental focus, guiding advisors towards boosting asset growth, which aligns with BCG’s findings that clients prioritize investment management services.

3. Increased Tax Efficiency: The engagement with insights related to tax-loss harvesting saw substantial growth during this quarter. Given the market’s volatility, this reflects a more general trend among investors prioritizing tax-aware strategies, affirming the importance of proactive management and tax efficiency in client portfolios.

4. Ongoing Importance of Retirement Planning: Advisors continue to emphasize IRA contributions, ensuring that clients remain on track to meet their long-term savings objectives—a clear indication that retirement planning remains a foundational element in advisory services.

5. Portfolio Optimization Strategies: Advisors are also focused on leveraging insights related to “Underperforming Products,” allowing them to rebalance portfolios effectively.

Jeremi Karnell, Head of Envestnet Data Solutions, notes that these insights are proving valuable for advisors in discerning growth opportunities across their client accounts. The patterns indicate that advisors are maintaining focus on both long-term strategies and portfolio optimization, particularly in IRA contributions and recognizing underperforming assets to drive effective financial planning.

Envestnet: Driving Innovation in Wealth Management

Envestnet has established itself as a pivotal player within the wealth management landscape through its integration of technology and insights. With over 25 years of experience and more than $7 trillion in platform assets, Envestnet supports more than a third of all financial advisors, providing comprehensive solutions that foster informed decision-making in every phase of clients’ financial lives.

To delve deeper into how Envestnet is advancing the future of financial advising, visit their website at www.envestnet.com or connect on LinkedIn and X (formerly Twitter).

Conclusion

As preferences continue to evolve, the insights shared by Envestnet signify a growing trend towards personalized, proactive investment strategies that prioritize tax efficiency and retirement planning. The company remains at the forefront of this transformative shift, empowering advisors to navigate the complexities of modern wealth management effectively.