Event

    Envestnet Event
    Practice Management

    Back

    Conference by Envestnet (1 hr)

    Better Client Outcomes Start With a 360 View

    Today’s investor is seeking to simplify their financial lives as well as identify and prioritize their financial goals. One of the possible ways to power this objective is through account aggregation, which provides a 360 view of a client’s financial picture. This allows for the creation of a budget and the beginnings of a financial plan. This breakout will showcase the elements of the data aggregation approach and, once learned, the obvious benefits of it to your clients and prospects.