AdvisorPeak Integrates THOR, Envestnet Adds ML & RobustWealth Remodels
Client engagement and new model portfolio capabilities are the latest advisortech developments. Client engagement is quickly shaping up as a major theme of late. Wealthtech developers started off February with announcements about a financial planning client portal, a new preparation tool for client meetings and an integration designed to bring new ESG and other strategies to light for advisors helping clients with specialized investing. It’s Goal Time Principal-owned digital advice platform RobustWealth has overhauled its client portal by adding a time line demarcated with clients’ ...
Source: wealthmanagement.com