Envestnet, Inc. announced the launch of the new version of its Recommendations Engine for enterprise organizations. The Recommendations Engine smartly sifts through the wealth and industry data across Envestnet's unified platform, which includes access to connectors such as Salesforce and MoneyGuide, and powers the "Opportunities to Engage" dashboard, a list of actionable steps that advisors can take based on a client's unique, machine-learning-created profile. These timely, data-driven recommendations for advisors are presented in a comprehensive, streamlined list format. Examples of "opportunities to engage" which can be surfaced by Envestnet's Recommendations Engine include: Underperforming product; Unrealized loss in taxable accounts; High held-away non-401(k) assets under management (AUM); Life insurance gap; Unusually high cash levels. Envestnet Analytics can connect to additional data sources in nearly any format to give advisors the most complete set of analytics, and Recommendations from the analytics, possible. These data connectors not only accept additional data, but now have the ability to push data to CRM systems, such as Salesforce and Microsoft Dynamics, to allow advisors to view and act on recommendations directly in the systems where they already work. For example, an advisor can view a client contact, see a list of Envestnet Analytics' data-driven recommendations for that client, obtain details on the underlying data powering the recommendation, reach out to the client, and mark the opportunity as complete—all without leaving their CRM. Envestnet rolled out the RIA version of the data-driven, platform-wide engine that serves as a time-saving office assistant for advisors last year.