This is a walkthrough of Envestnet University's UX, which also demonstrates the Envestnet eLearning template. Patrick Smith was the primary designer and developer of the UX and template. This public-facing video can be found on the Envestnet R2 2025 Technology Enhancements site.

Presented at the Central Ohio Association for Talent Development (COATD) Learning and Technology Day, this session provides a case study on utilizing UX principles to enhance the digital learning experience.