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Publish Date : 15-May-2018

Envestnet announced that D.A. Davidson & Co., an employee-owned full service investment firm headquartered in Montana, will implement Envestnets comprehensive integrated platform, supporting D.A. Davidsons $41.5 billion in assets and approximately 400 advisors.

Envestnet is thrilled with the opportunity to partner with a firm of the caliber of D.A. Davidson, said John Yackel, Executive Managing Director at Envestnet. The new partnership will enhance the client and advisor experience while delivering scale and efficiencies to the home office at D.A. Davidson.

D.A. Davidson will be revamping its advisory platform with Envestnets robust software solutions data analytics, fiduciary solutions, portfolio accounting tools, and performance reporting to name a few that empower advisors to deliver better client outcomes. Advisors will have access to advanced technology integration, including comprehensive financial tools and digital advice technology to help them better engage with clients, as well as streamline and enhance advisors daily practice.

This partnership reinforces our continued drive to put clients first by providing our financial advisors with access to Envestnets innovative integrated technology, data and planning tools, said Tim Austin, Chief Operations & Information Officer, D.A. Davidson.

These investments enable our current advisors to enhance their practice of managing wealth, as well as allow us to attract more advisory-based financial advisors in the future, said Joely Meighan, SVP Director of Managed Assets.

The Envestnet platform will be available to D.A. Davidson financial advisors in the fall.

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