A Message From Bill Crager, Chief Executive Officer of Envestnet


This message comes to you during what promises to be a very volatile and uncertain week during an already volatile and uncertain year.

As we await the results of the long-awaited Presidential election, I thank you for voting, and taking part in our democratic process. Whatever happens in the aftermath of the election, Envestnet is well-positioned to help you manage increases in trading volumes—and deliver essential advice for guiding your customers through any election-related volatility.

Our Operations and Service teams have been operating on all cylinders since the beginning of the COVID-19 pandemic. In March and April, when trading volumes across our platform quadrupled, these Envestnet teams worked tirelessly process all transactions in a timely manner—and ensure uninterrupted access to technologies, solutions, and intelligence.

Seven months later, the Envestnet Operations and Service teams are still standing by, ready and eager to assist whenever the need arises.

To ensure we remain prepared to help you effectively navigate extreme market volatility, now and in the future, we are taking steps to streamline solutions, workflows, and operations throughout the Envestnet ecosystem. As part of this effort, we recently welcomed Donna Peeples to the Envestnet executive leadership team as Chief Relationship Officer. In this newly created role, Donna will lead, and align, Envestnet’s sales strategy and relationship management across all Wealth and Data & Analytics business lines. Donna’s expertise will be vital as we continue to optimise the Envestnet user experience.

Our Latest Technology Updates

We are also rolling out ongoing technology updates on schedule throughout the Envestnet platform. See our latest series of updates.

Our technology updates are inspired by feedback from our partners. If we can help you overcome operational and workflow challenges, please let us know.

Making a Positive Social Impact

This week’s election reminds us that we live in a politically polarised nation. However, our political differences shouldn’t prevent us from working together to elevate the quality of life in our communities, combat injustice and prejudice, and fostering sustainability.

To that end, Envestnet offers a variety of impact investing solutions—including the recently launched Impact Global Climate Solutions QP and Federated Hermes PMC Impact Portfolios—to give you access to high-quality ESG strategies which can be tailored to accommodate your customers’ different tolerances for risk.

We are proud to play a leading role in giving you the strategies, tools, and intelligence to help customers invest “through a lens of social justice”—and optimise the positive impact they can make.

Our impact offering is part of our commitment to strengthening diversity, and fighting inequality, in our communities and in the wealth management industry.

By giving you the technologies, solutions, and data-driven intelligence to make financial wellness a reality for more people, Envestnet is bringing peace of mind to families, and shrinking socioeconomic gaps, across the country.

Thank you for joining us in our mission, and for placing your trust in us. Please don’t hesitate to reach out to us with any questions or concerns.

We hope you and your families remain safe and healthy. As we look beyond this week’s election and toward the holiday season, we wish you a happy Thanksgiving.


Bill Crager
Chief Executive Officer

Click to View Envestnet’s Coronavirus (COVID-19) Planning Update