Webinar New Fund Strategist Tax Management Service

Envestnet’s New Fund Strategist Tax Management Service
Thursday, October 7, 2021 • 4:00 – 5:00 PM ET

Envestnet | PMC is rolling out its new Fund Strategist Tax Management Service to help enable advisors to seamlessly manage the tax consequences of fund strategist portfolio (FSP) accounts, in either third-party manager or proprietary home office mutual fund and ETF models.

Learn more about this exciting new service

Join us for a webinar featuring Dana D'Auria, CFA, Co-CIO, and Erik Preus, CFA, Head of Overlay Services, as they give a sneak peek at all that this new service has to offer and how it works!