Advancements in financial planning software have allowed advisors to engage their clients in new ways throughout the planning process. Rose Palazzo, group president, financial planning at Envestnet, discusses why their goal is to make it easier for advisors to develop deeper client relationships and expand services to all clients and prospects.
THE FUTURE OF WEALTH MANAGEMENT IS DIGITAL, and cutting-edge technology is powering a new generation of growth-minded advisors. Find out more at WealthStack.
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