11.04.24

Axos To Integrate Envestnet's Managed Account Tech

by: John Manganaro

Axos Clearing has teamed with Envestnet to help hybrid broker-dealers and registered investment advisors automate routine portfolio management tasks, while offering a wider range of investment options. Molly Weiss, group president of wealth management platform for Envestnet, said that the partnership expands the reach of her firm's growth-oriented managed account solutions. "This collaboration will empower more advisors to better serve their clients and grow their practices, which is central to our mission."

Read the full article on Think Advisor