|Envestnet Unveils Vision of an Advisor-Centric, Intelligent System for Wealth Management|
The Advisor Dashboard digitizes and prioritizes business data into a command center for advisors, which is equipped with the following features and capabilities:
Advice Logix delivers an automated financial planning workflow solution as part of the account onboarding process. Clients answer a short list of additional questions and Advice Logix creates a Goal Analysis plan that can be used as part of the proposal.
"Our goal is for all advisors to become financial planners, and Advice Logix is the technology that will enable this vision," declared
As part of
"These enhancements and integrations support our vision for an advisor-centric, intelligent system for wealth management that strengthens the advisor's unique value proposition," said
More than 54,000 advisors and 2,500 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage
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Stephanie Simon, Weber Shandwick, 312.988.2081, email@example.com
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