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Screenshots

  • Envestnet Elevate screenshot 1
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About Envestnet Elevate

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.

What’s new

Version 2.52.0+1 · Updated September 18, 2026

- The new Onomi Field App is now available, bringing a fast, intuitive app experience for booth staff to capture and qualify interactions at conventions. - Meeting tags are now available in the Appointments module, allowing users to easily categorize and filter meetings by theme or topic. - When creating or editing meetings in the app, meeting organizers can now choose who to notify of the changes before proceeding with the save.

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