Your clients have financial news and data at their fingertips, but don’t know how to interpret it. Katy Gibson of Envestnet|Yodlee and Blake Kannady of Envestnet discuss the power of leveraging aggregated data.
Revolutionize your digital banking, personal finance, and money management offerings with our Financial Wellness Solutions powered by Envestnet | Yodlee. Combining innovative technology, analytical data, and responsive design, our Financial Wellness Solutions can be deployed seamlessly across multiple digital channels to increase user engagement and strengthen client loyalty.
Despite regulatory uncertainty, there are massive market and consumer forces that are reshaping the way advice will be delivered in the near future. Beyond the implications of a Trump Presidency, the industry faces a crucial crossroad: pursue a business model that responds to the digital, demographic and economic pressures reshaping it, or breathe a sigh of relief and return to business as usual? Envestnet has been enhancing our platform in preparation for the DOL Fiduciary Rule. What we have on our roadmap remains relevant, with or without imminent regulatory changes, to the evolution of advice: empowering a fiduciary standard that responds to investor needs and elevates advisors' value propositions.
In this video for The PMC Spotlight, Senior Investment Analyst Ling-Wei Hew, CFA, explains how PMC organizes the universe of fund strategist portfolios (FSPs) to help advisors make informed decisions about this approach to outsourced asset management.
Embracing data and technology can deliver actionable intelligence and operational efficiencies that elevate the conversation and deliver better outcomes. Estee Jimerson, Managing Director, Head of Asset Manager Distribution at Envestnet discusses key benefits for advisors and asset managers in leveraging integrated technology, digital solutions, and holistic data.