Envestnet claims that its wealth management platform can be tailored to allow financial institutions and independent advisors to deliver client solutions at all asset levels.
The solution combines advanced analytic tools, dynamic reporting and other practice management applications to give advisors a streamlined and integrated solution.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
James Lumberg, Envestnet co-founder and managing director, said: "Many independent broker-dealers are hindered by outdated technology. Through Envestnet’s platform, SIS is able to give their 300 advisors access to a sophisticated wealth management apparatus,"
"By adding aggregated reporting to the mix — which provides an overall view of a client’s wealth and allows the advisor to create a holistic financial plan — SIS has empowered their advisors to offer advice that conforms to current best practices," Lumberg said.
Symetra Investment Services president, Richard Moran, said: "The addition of Envestnet’s suite of tools gives reps the ability to bring together the information sources and products they need with integrated management and reporting to provide superior insight and services to their clients."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
