Practice Management With Data Aggregation

Denise Diana, Principal Director, Workplace Solutions explains how using data aggregation with a practice management platform can help grow your retirement plan business.

Envestnet Retire Complete

Ravi Sodhani, Workplace Solutions Director, introduces Retire Complete, a turnkey digital tool designed to help financial advisors generate competitive retirement plan proposals quickly and easily.

Erik Preus, CFA, Group Head, Investment Solutions at Envestnet, discusses the challenges financial advisors face in managing the complex regulatory requirements of retirement plans and Envestnet's workplace personalized retirement accounts that provide employees with a custom saving and investment strategy.

Envestnet Workplace Fiduciary Solutions

Personalized Retirement Advice for Employees

The information, analysis, and opinions expressed herein are for informational purposes only and represent the views of the speakers, not necessarily the views of Envestnet. The views expressed herein reflect the judgement of the speakers as of the recording date and are subject to change at any time without notice. Information obtained from third party resources are believed to be reliable but not guaranteed. Any graphical information contained herein is for illustrative purposes only and not based on actual client data.

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