Envestnet Inc at Stifel Cross Sector Insight Conference Transcript

Feb 10, 2024

Jun 12, 2019 / 03:30PM GMT
David Grossman - Stifel Nicolaus - Analyst

Good morning. My name is David Grossman for those of you that I don't know. And welcome to the Envestnet presentation. I'm sure many of you know Envestnet is a software platform that incorporates a wide range of services that support wealth managers and RIAs, everything from basic operational support such as financial reporting, rebalancing and CRM to outsource portfolio management and insurance products.

With us today on my left it's my pleasure to welcome Jud Bergman, the Company's Founder and CEO, back to the Stifel conference. We also have with us today in the front row Chris Curtis, the Envestnet unit CFO, up here and next to him Stephanie Daukus who is a member of the IR team. So welcome to both of you as well.

The format of today is really informal. If any of you have questions, please raise your hand, let us know. We'd love to incorporate your questions into the presentation.

Questions and Answers:

David Grossman - Stifel Nicolaus - Analyst

So with that, Jud, really just there might be

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