Bill Crager, Co-Founder and Chief Executive Officer, Envestnet joined Julie Cooling, Founder & CEO, RIA Channel to discuss the growth of Envestnet and the creation of an intelligently connected financial life.
Envestnet was founded over 20 years ago with the mission to help investors and their advisors build better, more intelligently designed financial lives. Since then, the Envestnet platform has grown and evolved exponentially. The tool provides advisors and their clients access to investment management, insurance providers, lenders, planning solutions and more in a single platform. This seamless integration across a client’s financial life, streamlines advisor workflows and allows customization for each client. By having a complete view of client finances, advisors may be able to anticipate the financial products that each consumer will soon demand and serve existing clients more deeply.
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