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Edelman Financial Services moves to Envestnet Wealth Management Platform


Independent financial planning and investment management firm Edelman Financial Services is moving to the Envestnet Wealth management Platform.

Edelman will equip its financial planners with Envestnet’s robust suite of capabilities to support the Edelman Managed Asset Program (EMAP), which has more than USD21 billion in assets. Envestnet’s capabilities will also enable Edelman Financial planners to operate more efficiently so they can better serve their clients.
“Envestnet will help us grow sustainably while ensuring we continue delivering outstanding service and advice to our current clients,” says Ryan Parker, chief executive officer of Edelman Financial Services. “The platform will allow us to create a more integrated, seamless client experience, building upon our 30-year commitment to putting our clients first.” He adds that Edelman Financial Services has long been focused on using technology to improve the client experience, noting that founder and executive chairman Ric Edelman’s latest book, ‘The Truth About Your Future’, focuses on the impact that exponential technology will have on personal finance.
“Research has shown that firms who leverage advanced technology integration serve more clients and are able to focus more on building stronger client relationships,” says John Phoenix, managing director of advisory services at Envestnet. “Our integrated technology will enable Edelman’s financial planners to provide truly client-focused wealth management.”

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