StockNews.AI
ENV
StockNews.AI
176 days

NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms

1. NewEdge Wealth expands access to Structured Note Strategies via Envestnet and SMArtX platforms. 2. The move builds on existing partnerships, potentially boosting advisor engagement with ENV’s platform.

2m saved
Insight
Article

FAQ

Why Bullish?

The announcement extends product offerings on ENV’s platform, likely increasing advisor adoption and revenue streams. Similar past product expansions in fintech have driven positive investor sentiment and revenue growth.

How important is it?

While the product expansion is strategic for ENV, its immediate financial impact is moderate; the benefits are expected to mature over time.

Why Long Term?

Structured note strategies can deepen client relationships and generate sustained revenue over time, beyond an immediate boost.

Related Companies

SMArtX
STAMFORD, Conn.--(BUSINESS WIRE)--NewEdge Wealth, LLC, a registered investment advisor specializing in serving ultra high net worth families, family offices and institutional clients, announced today that financial advisors can now access the innovative Structured Note Strategies from its investment platform, NewEdge Investment Solutions (NEIS), through the Envestnet and SMArtX platforms. This expansion builds upon NewEdge's existing relationship with Halo Investing, a platform focused on prote.

Related News