Envestnet reported better-than-anticipated results for the "Fully Vested" omnichannel brand campaign it launched in September.
The campaign was designed to communicate how its financial wellness ecosystem helps advisors and other financial professionals deliver the "Intelligent Financial Life" for their clients, according to Envestnet. The campaign includes online video, out-of-home advertising, radio and connected TV.
In only 90 days, Envestnet saw interest "far exceeding expectations, with website traffic increasing significantly — and engagement to "learn more" by clicking through to the Envestnet ecosystem tripling," it said.
Unique visitors also increased and returning users continued to accelerate across the Envestnet digital landscape, it said, adding the early results showed "this is a conversation that the wealth management and financial advisor community need to have."
Vestmark Teams With Northfield
Northfield Information Services and Vestmark say their new, expanded relationship will allow the companies to provide even more personalized solutions for wealth management firms via a "tighter integration of clients' tax considerations and ESG preferences," they said in a joint announcement.
Vestmark is a provider of portfolio management tools and trading software, while Northfield is a risk management analytics provider.
The companies have been working together for over 10 years to provide integrated optimization capabilities to mutual clients, they noted.
The new, expanded relationship between them means Vestmark can integrate Northfield's Managed Accounts Rebalancing System and the VestmarkONE platform to "facilitate even more personalized solutions for wealth management firms," they said.
