Tom Sipp, Executive Vice President, Business Lines, Envestnet joined Julie Cooling, Founder & CEO, RIA Channel to discuss how Envestnet’s technology solutions can enhance the experience of both advisors and their clients.
Envestnet allows advisors to build a holistic view of client finances, including their off-platform assets and link to solutions for investment, insurance, credit and trust solutions. Using the complete picture of client assets, Envestnet’s data and insights platform triggers activities that advisors can present to their clients. Envestnet’s all-in-one integrated platform empowers advisors to deepen client relationships and grow their business at scale.
Resources:
Winners of the Envestnet 2023 Asset Manager Awards