11.13.24

DPL, Envestnet Ink Partnership for Annuity Data Link

by: Leo Almazora

DPL Financial Partners has teamed with Envestnet, integrating annuity and insurance product data from the former's platform within the latter's wealth management systems. Molly Weiss, group president of Envestnet’s wealth management platform, said the partnership gives her firm another entryway "to serve a broader base of advisors more holistically by addressing their needs to incorporate annuity and insurance assets as part of their clients’ overall portfolios."

Read the full article on InvestmentNews