Envestnet has officially published the insights most utilized by enterprise advisors and registered investment advisers (RIAs) across its ecosystem during the second quarter of 2025.
According to certain reports, the published data treads up a long distance to provide a peek into tools that advisors are relying on most in the context of driving client engagement, optimizing portfolios, and identifying new business opportunities.
More on the same would reveal how, through Envestnet’s AI-powered Insights Engine, these tools combine advanced automation, intelligent analytics, and contextual understanding to surface timely, personalized action items. Not just that, they also bake decision intelligence (DI) into daily workflows to let advisors focus on what matters most in each client relationship, thus translating complex data into clear and actionable strategies.
“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 research2 showing that over 90% of investors adopt new solutions based on advisor recommendations, we know that surfacing the right opportunities at the right moment can have an outsized impact on client outcomes—and advisor growth.”
Talk about the published lowdown on a slightly deeper level, we begin from how “Non-Managed Account with Underperforming Product” and “Non-Managed Cash Concentration” ranked among the top 10 Insights. This effectively shows that advisors’ focus, to a great degree, on converting idle or underperforming assets.
Next up, the “Stalled New Account Proposal” Insight maintained its position as a top driver for enterprise advisors. The stated insight was found to support asset growth initiatives, revealing that investment management is among the most valued services clients seek.
Another detail worth a mention is rooted in the growth of tax-loss harvesting insight. The factor in question was likely driven by market volatility, while simultaneously relaying broader investor focus on tax-aware strategies.
Hold on, we still have a couple of bits left to unpack, considering we haven’t yet touched upon advisors’ constant commitment to IRA contributions for the purpose of keeping clients on track with long-term savings goals.
Not just that, advisors were also found to remain attentive to holdings lagging behind their peers, something they would do through “Underperforming Products” insights for rebalancing opportunities.
Founded more than 25 years ago, Envestnet’s rise up the ranks stems from enabling advisors to make smart decisions at every touchpoint of a client’s financial life. The company’s excellence in what it does can also be understood once you consider it currently has well over $7.0 trillion in assets under management.
“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 at Envestnet. “The latest usage patterns suggest that, quarter over quarter, advisors remain focused on both long-term planning and portfolio optimization. In fact, since we began generating this data, Insights related to IRA contributions and underperforming products have consistently ranked among the most utilized—highlighting ongoing advisor focus on retirement planning and identifying underperforming holdings within client portfolios.”
