The evolution of financial advice from dualistic to holistic has significantly influenced technology. Envestnet CEO Bill Crager discusses the importance of integrating data, generating insights and leveraging technology to offer a seamless financial management experience for clients to attain an Intelligent Financial Life.
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.
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