Why the Future of Advic Be Holistic and Connect
SPONSORED BY
Molly Weiss Envestnet Group President Wealth Management Platform
Tom Sipp Executive Vice President Business Lines
Learn how Envestnet’s innovative approach to providing advisors comprehensive and client-focused services.
Envestnet has been delivering leading wealth management ecosystem for 25 years. What’s next? Molly: Successful integration of technology solutions within the organization relies on the use of data to enhance services for advisors and clients. The focus now shifts to empowering advisors to better serve clients by leveraging data efficiently. Acknowledging the data overload, the goal is to automate and streamline the process, providing actionable insights for advisors. The key is to make data meaningful by offering clear guidance on how advisors can use the information to
In this interview, Envestnet’s Group President, Wealth Management Platform, Molly Weiss, and EVP, Business Line, Tom Sipp, share the company’s revolutionary path to wealth management, which enable advisors to navigate data efficiently and to provide clients exceptional service.
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