Envestnet, which is headquartered in Chicago and develops technology-enabled wealth management solutions for investment advisors, will be responsible to redesign and revamp the web portal.
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Loring Ward said that its new Advisor Center will be built out in phases over the next two years.
It will include advanced white labeling, advisor dashboards and metrics, a new proposal system, an alert center, enhanced reporting and analytics and a more intuitive user interface, the company added.
Alex Potts, CEO of Loring Ward, said, "The advisors who work with us have unique needs — we need to build a unique technology system that can support and serve what makes their practices distinctive.
"This is a major commitment of time and resources for us, but we believe it will make a significant difference for advisors and their clients," he added.
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