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Technology Trends with Molly WeissTechnology Trends with Molly Weiss

AI's certainly a hot topic, but Envestnet is focused less on ChatGPT and more on how data insights can help advisors run their businesses, says Envestnet's chief product officer.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

May 15, 2023

From the benefits of open architecture, to utilizing technology to help advisors deliver personalized portfolios to clients at scale, Molly Weiss, chief product officer at Envestnet, outlines some of the tech trends she’s watching closely and how it will impact the company's roadmap.

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.

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