Envestnet and PIEtech Announce Partnership with Apprise Labs
During their on-stage presentation at the T3 Advisor conference tomorrow,
"We are excited to be working with two of the most trusted names in the industry to develop a new collaborative financial planning tool that will empower advisors to provide a higher level of client service," said
"This technology allows the advisor to show their value. The next generation of tools are going to enable both the advisor and clients to co-create and co-design their plans live and interactively," said Walters. "Whether you are showing a sale of a business, creating trusts for your spouse or gifting to charity or even setting up a private foundation, you should be able to see everything interactively working together. Both the cash flow and estate plan. Coupled with the advisor's case experience, this tool has the potential to provide enormous value to clients and prospects."
Key imbedded and fully integrated add-on features that will be available to users for each platform include:
- Estate Planning: Client assets are displayed and broken down in one easy to understand portfolio dashboard.
- Cash Flow: Advisors can compartmentalize cash flow by strategy or focus area, such as retirement savings, inheritance gifts, or endowment contributions.
- Content Updates: Up-to-date information and content strategy from credible financial experts.
- Snapshot: All expenses are tracked and displayed for the advisor to gain a holistic financial planning picture of each client.
"Engaging digital experiences are critical in our industry, as consumer technology raises the bar for seamless, on-demand client service. For over a decade, we have been constantly innovating and redesigning our software to bring a collaborative, goal-based planning experience to advisors and their clients. With this partnership, PIEtech is one step closer to fulfilling its mission of providing advisors with an interactive experience that addresses the intricacies of their clients' lives, from detailed short-term cash flow to estate and legacy planning," said
Advisors at the
Envestnet Wealth Solutions enables enterprises and advisors to better manage client outcomes and strengthen their practices through its leading Wealth Management Operating System and advanced portfolio solutions. Envestnet Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for registered independent advisors (RIAs). Envestnet Data & Analytics provides intelligent solutions that enable dynamic innovation through its Envestnet Yodlee platform.
More than 3,500 enterprises and over 92,000 advisors including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of Internet services companies leverage
For more information on
PIEtech is the creator of MoneyGuide, a financial planning platform tailored to meet the needs of individual advisors. Headquartered in
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