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Envestnet Unveils 2025-2026 Strategic Platform Roadmap Powering the Future of Financial Advice–Personalized & At Scale

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Updates Across Tax-Aware Trading, Advisor Control, Automation & Ecosystem Integrations Position Envestnet as the Industry’s Most Connected, Customizable Wealth Management Platform

BERWYN, Pa., May 13, 2025 /PRNewswire/ — Envestnet unveiled the next phase of its platform innovation strategy, sharing a comprehensive roadmap for 2025 and 2026 designed to help wealth management firms scale the delivery of financial advice, improve efficiency, and create highly personalized experiences for clients. The enhancements span Envestnet’s enterprise platform and Envestnet | Tamarac solutions, reflecting investments in tax intelligence, trading flexibility, client engagement, and advisor productivity.

“No one has ever built what Envestnet has—we support $6.5 trillion in assets spread across more than 20 million accounts. We have the infrastructure to continue to lean in and develop the products and solutions advisors need to be quicker and more agile as their business models change,” said Chris Todd, CEO of Envestnet. “After what has been a pivotal year of transformation for us, we are as committed as we have always been to our mission to supporting advisors and their clients through technology, solutions, and insights.”

The strategic roadmap was shared during the company’s signature Elevate industry event that brought more than 2,000 financial advisors, RIAs, enterprise leaders, and fintech innovators together at the Venetian Resort in Las Vegas from April 9-10, 2025. Envestnet Elevate 2025 consisted of two days of immersive insights, guidance, discussions, technology demonstrations, keynote speeches, and breakout sessions focused on the future of wealth management. Envestnet’s integrated wealth management platform took center-stage as the engine for empowering wealth management firms to boost growth, productivity, and deliver better financial outcomes for their clients.

“At a time when advisors are being asked to do more with less—serve more clients, deliver deeper value, and navigate greater complexity—our platform is stepping up to meet that challenge,” said Molly Weiss, Group President of Wealth Management Platform for Envestnet. “We’re building the tools to make personalized, tax-smart, and insight-driven advice not just possible, but scalable.”

Highlights of Envestnet’s 2025–2026+ Platform Vision Include:

Tax-Aware Trading and Rebalancing. Envestnet is delivering more precise and proactive tax management tools to drive after-tax returns and optimize client outcomes. New features include “Pick Your Own Lots” harvesting, which enables advisors to surgically select specific tax lots for harvesting. The platform also supports combined harvesting and withdrawal functionality, allowing advisors to execute tax-loss harvesting and distribute proceeds in a single action. Harvest Replacement Overrides give advisors control over which securities replace harvested assets—maintaining market exposure while adhering to investment preferences. Future roadmap capabilities include harvest rebalancing to align gains and losses during reallocation, opportunistic harvesting that triggers trades when tax thresholds are met, and the ability to suppress wash sale triggers below a configurable dollar amount.Advisor-Traded Sleeves and UMA Flexibility. An evolution in unified managed account (UMA) technology, advisor-traded sleeves now allow for the direct management of custom asset types—including individual bonds, limited partnerships, and structured notes—within a single account structure. This dramatically reduces the need to open multiple accounts and supports broader customization without sacrificing operational efficiency. These enhancements empower firms to align portfolios more closely with client preferences and streamline implementation across advisory and home-office strategies.Tamarac CRM, Workflow, and Automation Enhancements. Tamarac is doubling down on integrated workflows and automation to support practice efficiency and regulatory oversight. Advisors can now leverage enriched CRM features including Microsoft integrations (e.g., OneNote, Forms, PowerBI, Bookings) and third-party tools such as Dropbox, Calendly, and Constant Contact. Workflow templates address everything from onboarding and compliance to death-of-client processing and birthday reminders. Alerts and task tracking are embedded directly in the CRM interface for in-platform visibility, with automation tools that surface custom client preferences and key lifecycle milestones.Next-Generation Reporting & Insights. The new Report Studio is a major leap forward in client reporting, combining dynamic visualizations (line, scatter, pie charts) with attribution analytics, Envestnet | MoneyGuide financial plan data, and fields for private placements. Custom metrics and flexible permissions allow firms to tailor reporting modules and save configurations for ongoing use. These innovations work in tandem with the Insights Engine, which applies predictive analytics to flag engagement gaps (e.g., no recent meetings or contributions), tax or product concerns (e.g., high fees, concentrated stock positions), and financial plan inconsistencies such as underfunded insurance or missing updates.Client Portal Enhancements. Significant upgrades to the client experience are central to the roadmap. The client portal now supports net worth views, plan summaries, realized gain/loss displays, and document upload tracking. Improved benchmarking displays and deeper custodian integrations (including SSO, vault access, and account data) create a seamless digital experience for clients, bridging the gap between performance, planning, and documentation. These features are designed to empower investors while reducing service overhead for advisors.Trading & Rebalancing Workflows. Trading enhancements include a new UI and streamlined trade review process, expanded support for money market fund management, and a rebalance summary tool that enables cash management, spreadsheet views, and account-level notes. Legacy position workflows are being simplified, and managed account integrations have been improved for consistency and ease of execution across advisor teams.Accounting, Data, and Infrastructure Upgrades. To support real-time, scalable operations, Envestnet has modernized its accounting and data architecture. Selective sync and MSS updates ensure timely data refreshes, while new reconciliation tools improve accuracy and transparency. Envestnet’s infrastructure, now underpinned by AWS, enables horizontal scalability and greater system resilience. A new Market Index page allows advisors to curate benchmark selections across accounts and models, further enhancing customization.Open ENV and Ecosystem Flexibility. Envestnet’s open architecture continues to expand via Open ENV, which now includes over 750 RESTful API endpoints, contextual SSO, and integrations with key financial tools including eMoney, Canoe, Arch, ShareFile, Fynancial, and Milemarker. Custodian integrations with Fidelity, Schwab, and Pershing are also deepened—providing seamless trading, authentication, and data flow across systems. This commitment to ecosystem flexibility gives firms the freedom to build the tech stack that fits their unique model.

Strategic Vision for 2025 and Beyond:

Together, these enhancements represent a clear message to the market: Envestnet is delivering modular power with ecosystem flexibility. The roadmap supports RIAs and enterprises seeking to:

Scale operations without sacrificing controlDeliver tax-intelligent, personalized adviceEngage proactively using actionable insightsIntegrate systems to reduce friction and streamline advisor workflows

“Whether you’re an enterprise firm managing thousands of advisors or an independent RIA seeking smarter ways to scale, Envestnet is the connective tissue behind your success,” added Weiss.

About Envestnet
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions—backed by industry-leading service and support. Serving the wealth management industry for 25 years with approximately $6.5 trillion in platform assets, Envestnet technology and services are trusted by more than one-third of all financial advisors. Many of the largest U.S. banks, wealth management and brokerage firms, and RIAs depend on Envestnet to help drive business growth and productivity—and deliver better outcomes for their clients.

For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_).

Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.

This release refers to information products or services that may be in development and not yet available. Accordingly, nothing herein should be construed as a representation or legal agreement by Envestnet to make available specific products or services (including, without limitation, concepts, systems or techniques.)

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SOURCE Envestnet

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Eddid Financial Honored with “Professional Services Award in RWA” by HKCT Highlighting its Leading Edge in Web3 and Digital Assets

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HONG KONG, May 4, 2026 /PRNewswire/ — Eddid Financial (the “Group”) has won the “Professional Services Award in RWA” at the HKCT Business Awards, hosted by the Hong Kong Commercial Times. The award recognizes the Group’s exceptional professional service capabilities and innovative achievements in the Real-World Assets Tokenisation (“RWA”) sector. This prestigious honor serves as a strong industry endorsement of the Group’s dedicated efforts in the RWA space, affirming its leadership in bridging traditional and digital finance while injecting significant momentum into Hong Kong’s digital asset market.

The HKCT Business Awards evaluates candidates based on four core criteria: corporate achievements, market competitiveness, brand philosophy, and professional standing. As one of the most credible and influential business awards in Hong Kong, it aims to recognize outstanding enterprises across various sectors for their performance over the past year, encouraging companies to continuously enhance their core competitiveness and pioneer innovative economic directions. During this year’s selection process, the judging panel conducted a comprehensive assessment of Eddid Financial’s compliance infrastructure, innovative services, and industry contributions within the RWA sector, highly commending the Group’s professional strength and forward-looking vision in asset tokenisation.

Compliance-Driven: Building a Full-Chain Service Ecosystem

As a licensed pioneer in Hong Kong’s RWA landscape, Eddid Financial has consistently relied on compliance as its foundation and innovation as its driving force. Having deeply cultivated the digital asset space for years, the Group has established a full-chain professional service ecosystem that encompasses asset screening, product design, compliance auditing, and distribution operations. Eddid Securities and Futures, a subsidiary of the Group, became one of the first brokerages in Hong Kong to upgrade its licenses in September 2023. It subsequently secured further upgrades for its Type 1 and Type 9 regulated activity licenses, making it one of the few institutions authorized to distribute tokenised securities and RWA products. This regulatory milestone has laid a solid, compliant foundation for the Group’s RWA business operations.

Successful Launch of Landmark Precious Metal RWA Projects

In terms of practical application, Eddid Financial has actively spearheaded the launch of several landmark RWA projects, setting a new benchmark for the industry. Notably, the Group partnered with Timeless Resources Holdings Limited (8028.HK) and HashKey Chain to introduce Hong Kong’s first silver RWA project. By leveraging blockchain technology to tokenise physical silver assets, each digital coin is backed 1:1 by one ounce of physical silver, strictly held by an independent trustee. This initiative not only lowers the barrier to entry for precious metal investments but also enhances asset liquidity. The project’s product design and issuance framework received a “no further comment” reply from the Hong Kong Securities and Futures Commission (SFC), demonstrating the highest standard of compliance.

Concurrently, the Group has collaborated with CAC Fintech to advance China’s first agricultural RWA project. By converting agricultural products, land management rights, and future agricultural revenue rights into on-chain digital certificates, this project addresses critical pain points such as poor liquidity and low financing efficiency in agricultural assets. Furthermore, it supports the national rural revitalization strategy and explores novel pathways for the innovative integration of agricultural assets with financial markets.

Leading the Upgrade of the Regional RWA Industry

Beyond launching landmark projects, Eddid Financial continues to drive the ecosystem construction and market development of the RWA sector. The Group’s research department published the “Core Guide to RWA: From Basic Theory to Global Practice,” sharing its leading experience in asset tokenisation to help establish industry standards. Simultaneously, the Group has built a tripartite development model encompassing “Technology + Compliance + Ecosystem”. Internally, it has assembled a dedicated fintech team to advance underlying technologies; externally, it connects core stakeholders, including asset holders, investors, and licensed exchanges, to form a comprehensive RWA service ecosystem that provides clients with all-encompassing, one-stop professional services.

Looking ahead, Eddid Financial will continue to leverage its comprehensive licensing advantages, expert service teams, and robust technical support to drive the digital transformation of a diverse range of real-world assets. The Group is committed to delivering highly flexible, efficient, and compliant RWA services to its clients while actively supporting the standardized and international development of Hong Kong’s digital asset market, thereby cementing Hong Kong’s status as a premier global digital finance hub.

View original content:https://www.prnewswire.com/apac/news-releases/eddid-financial-honored-with-professional-services-award-in-rwa-by-hkct-highlighting-its-leading-edge-in-web3-and-digital-assets-302760892.html

SOURCE Eddid Financial

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Elevate Appoints Wade Clark as Chief Growth Officer

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Industry veteran to lead organic growth strategy across Elevate’s national platform

LOS ANGELES, May 3, 2026 /PRNewswire/ — Elevate, a national operator-led accounting and advisory platform, today announced the appointment of Wade Clark as Chief Growth Officer. Clark brings more than 30 years of experience building and leading sales organizations at top U.S. accounting and consulting firms, including Moss Adams (now Baker Tilly), BKD (now Forvis Mazars), Carr Riggs & Ingram, BDO USA, and Ernst & Young.

In this role, Clark will lead organic growth across Elevate’s partner firms, building a unified, data-driven growth function that complements the platform’s active M&A strategy and deepens advisory relationships firmwide.

Most recently, Clark spent nine years at Moss Adams, where he built and scaled the sales coaching function supporting 1,000+ partners, directors, and senior managers across 45 practices in a $1.3 billion firm. Earlier, as Chief Growth Officer at Carr Riggs & Ingram, he built the firm’s first growth function and helped drive revenue from $70 million to $100 million in three years. At BKD, he played a central role in the firm’s expansion from $190 million to $400 million, primarily through organic growth. He is the author of Meaningful Success in Business as well as Simplifying Complex Sales, reviewed by Accounting Today as one of the best books on selling professional services.

“Wade has built and led growth organizations at scale, and he knows what it takes to drive consistent, measurable results across a distributed partnership,” said Sanjay Agarwal, CEO and Founder of Elevate. “As we continue to execute on both M&A and organic growth, Wade’s ability to bring structure, accountability, and rigor to revenue generation will be a meaningful differentiator for our partner firms and their clients.”

“What attracted me to Elevate is the clarity of vision and the commitment to building a true operating platform — not just a collection of firms,” said Clark. “The opportunity to architect a scalable growth engine across a national footprint, alongside partner firms who are already leaders in their markets, is incredibly compelling.”

Clark is based in Houston, Texas, and holds a Bachelor of Business Administration in Marketing from Texas A&M University.

About Elevate

Elevate is a national accounting and advisory platform built by operators. The firm partners with leading CPA firms to provide the technology, infrastructure, and strategic support needed to drive sustainable growth, enhance client service, and unlock long-term value. Elevate’s operator-led model preserves firm autonomy while delivering the scale, talent, and technology of a unified platform.

View original content to download multimedia:https://www.prnewswire.com/news-releases/elevate-appoints-wade-clark-as-chief-growth-officer-302759917.html

SOURCE Elevate LLC

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Meiyume (Group) LTD Achieves EcoVadis Gold Rating for 2026, Reinforcing Commitment to Sustainable Beauty

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HONG KONG, May 4, 2026 /PRNewswire/ — Meiyume (Group) LTD has achieved the EcoVadis Gold rating for 2026, with the company being in the 96th percentile globally and among the top-performing companies for sustainability.

EcoVadis evaluates companies across environment, labour and human rights, ethics, and sustainable procurement. The Gold rating reflects Meiyume’s strong performance and continued commitment to embedding sustainability across its supply chain.

A supplier’s commitment to sustainability is increasingly important to brands, as they work to meet rising regulatory requirements and evolving consumer expectations for transparency and responsible practices. In this landscape, choosing the right partners is essential. Partners like Meiyume play a key role in enabling more responsible, future-ready solutions while helping to strengthen sustainability standards across the supply chain.

A Holistic Sustainability Strategy: Meiyume’s 5Ps Framework

Meiyume’s sustainability approach is guided by its 5Ps framework: Product, Process, Places, People, and Principle, ensuring a comprehensive integration across the business:

Product – Advancing sustainable innovation in formulations and packaging

Process – Strengthening responsible sourcing and supply chain practices

Places – Enhancing operational efficiency and environmental performance

People – Fostering an inclusive and supportive workplace

Principle – Upholding strong governance and compliance standards

Sustainability as an Ongoing Journey

While the EcoVadis Gold rating marks an important milestone, Meiyume views sustainability as an ongoing journey. The company remains committed to strengthening its sustainability performance and supporting beauty and personal care brands in achieving their sustainability goals.

About Meiyume:

Formerly LF Beauty, Meiyume offers end-to-end beauty solutions—packaging, ODM, OEM —grounded in sustainability and insights. Powered by it’s Beauty Intelligence Platform and a global sourcing network, Meiyume brings visions to life with agility, intelligence, and responsibility.

https://meiyume.com/
2/F HK Spinners Industrial Building, Phases I & II, 800 Cheung Sha Wan Road, Kowloon, Hong Kong

SOURCE Meiyume

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