Why the Future of Advice Will Be Holistic and ConnectedWhy the Future of Advice Will Be Holistic and Connected

Envestnet has been delivering a leading wealth management ecosystem for advisors for 25 years. So what is next on their roadmap? Molly Weiss and Tom Sipp discuss Envestnet’s data-forward approach to enable advisors to better serve their clients, and how their technology is empowering advisors to deliver intelligent advice.