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The Importance of Digital Financial Planning ExperiencesThe Importance of Digital Financial Planning Experiences

Envestnet's Rose Palazzo details how the company helps advisors develop deeper client relationships.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

May 17, 2023

Advancements in financial planning software have allowed advisors to engage their clients in new ways throughout the planning process. Rose Palazzo, group president, financial planning at Envestnet, discusses why their goal is to make it easier for advisors to develop deeper client relationships and expand services to all clients and prospects.

THE FUTURE OF WEALTH MANAGEMENT IS DIGITAL, and cutting-edge technology is powering a new generation of growth-minded advisors. Find out more at WealthStack.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

See more from Shannon Rosic - Moderator