Dana D’Auria, Co-Chief Investment Officer and Group President of Envestnet Solutions, joined Julie Cooling, Founder and CEO of RIA Channel, at iCapital Connect 2026 to discuss advancements to the Adaptive WealthTech platform and personalization at scale.
D’Auria highlights recent enhancements to Envestnet’s Adaptive WealthTech, a cloud-based platform designed to support advisors across the wealth management lifecycle. These enhancements include the launch of an advisor-traded sleeve within unified managed accounts. This allows advisors to buy alternative investments through iCapital, a long-standing partner of Envestnet, and seamlessly incorporate them into UMA models, improving access and delivery.
As demand for customization increases, D’Auria notes an increasing advisor interest in personalization at scale. She adds that Envestnet works to achieve this through bespoke portfolio construction, direct indexing, tax overlays, and managing the complexities of rebalancing around alternatives.
D’Auria notes that Envestnet is continuing to build out capabilities to manage additional products across the platform, including tender offers and other private market vehicles. She also emphasizes that education remains a critical area of focus for the firm, particularly around liquidity, manager alpha, and valuation.
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