BERWYN, PA — Envestnet has released its second-quarter 2025 analysis of the most-used digital insights among enterprise advisors and registered investment advisers (RIAs) across its platform, highlighting continued momentum in client personalization, portfolio optimization, and tax-aware investing.
Delivered through Envestnet’s AI-powered Insights Engine, the data reflects how financial professionals are leveraging decision intelligence — a blend of analytics, automation, and contextual insight — to enhance client engagement and identify growth opportunities.
“Across both planning and portfolio-level insights, we continue to see strong engagement with tools that help advisors personalize recommendations and take timely action,” said Molly Weiss, group president of Wealth Management Platform at Envestnet. “With new research showing that more than 90% of investors adopt new solutions based on advisor recommendations, surfacing the right opportunities at the right moment can have an outsized impact on client outcomes and advisor growth.”
According to a Boston Consulting Group study commissioned by Envestnet, investors place increasing value on tax efficiency and proactive investment management—areas that closely align with the platform’s top-trending insights.
Key themes from Q2 include:
- Uncovering missed opportunities: The insights “Non-Managed Account with Underperforming Product” and “Non-Managed Cash Concentration” ranked among the most frequently used, underscoring advisors’ efforts to convert idle or low-performing assets into managed investments.
- Pipeline conversion: “Stalled New Account Proposal” remained a top driver for enterprise advisors, reflecting ongoing initiatives to convert proposals into managed accounts and drive asset growth.
- Tax efficiency: Engagement with tax-loss harvesting insights rose sharply amid market volatility, mirroring investor demand for tax-optimized strategies.
- Retirement focus: Advisors continued prioritizing IRA contribution insights, maintaining momentum in long-term savings strategies.
- Portfolio rebalancing: The “Underperforming Products” insight remained one of the most utilized tools, helping advisors identify and address lagging holdings across portfolios.
“Advisors have told us they are increasingly leveraging these insights to uncover growth opportunities across client accounts,” said Jeremi Karnell, head of Envestnet Data Solutions. “Quarter over quarter, advisors remain focused on long-term planning and portfolio optimization. Insights tied to IRA contributions and underperforming products consistently rank among the top, reflecting advisors’ dual focus on retirement readiness and performance improvement.”
Envestnet’s data shows that DI-driven alerts continue to streamline advisors’ workflows, helping them transform complex financial data into timely, actionable strategies that strengthen both client relationships and business outcomes.
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