07.21.26

Envestnet Debuts Wealth Trading Platform

by: Rob Burgess

Envestnet has launched Envestnet Wealth Trading, a new platform designed to simplify and modernize the investment trading process for financial advisors. It integrates portfolio management, trade creation, order review, execution and audit tracking into a single workflow. The platform also offers tools such as portfolio exploration, worksheet trading, order management and trade history. Developed through years of feedback from advisors and enterprise clients, it aims to improve personalization, scalability, operational efficiency and user experience. The platform is already being used by firms ranging from independent registered investment advisors to large wealth managers.

Read the full article on Think Advisor