Envestnet Elevate

Business

Free · Designed for iPad. Not verified for macOS.

Recognized by Investopedia, Kitces, and SmartAsset as one of the top industry conferences, Envestnet Elevate is one of the only events bringing together advisors, RIAs, enterprises, and fintech professionals into the same space to discuss how wealth management technology can transform our clients’ futures. We offer an ideal mix of networking opportunities, training, CE-accredited sessions, and insights from top thought leaders, all in just 2 days. Download the Elevate app to: • Get access to your personalized event agenda • Browse speaker and attendee profiles • Participate in live Q&A and polling sessions • Follow presentations, take notes and access virtual libraries • Complete surveys and connect with other attendees • View travel and venue information • Post, ""like"" and comment on content NOTE - You must be a registered participant with a valid email address to use this app.

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- When creating a meeting in the app using the Appointments module, the date/time picker now shows a time-range based on the defined availability of the meeting location. If the “Allow custom location” option is enabled and a custom meeting location is added, there is no adjusted time range. - Various minor adjustments to improve the user experience. This includes posting on feeds that are linked to live sessions, uploading captured lead scan images, and the “thank you for responding” text that has been made more visible in dark mode.

The developer, Envestnet Financial Technologies, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • Search History
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary based, for example, on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Provider
  • Envestnet Financial Technologies, Inc.
Size
  • 57.2 MB
Category
  • Business
Compatibility
Requires iOS 17.0 or later.
  • iPhone
    Requires iOS 17.0 or later.
  • iPad
    Requires iPadOS 17.0 or later.
  • Mac
    Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
English and 2 more
  • English, French, German
Age Rating
16+
  • 16+
  • Infrequent
    Medical Treatment Information
    Contests

    Contains
    Messaging and Chat
    User-Generated Content
    Social Media
Copyright
  • © Envestnet