Envestnet Reveals New ‘Personal Financial Ecosystem’

February 23, 2021 by Jeff Berman

Envestnet is building a new “personal financial ecosystem” that aims to educate consumers and help them better connect with financial professionals — while also improving the user experience and data-sharing capacity of both advisors and consumers.

“The digital engagement model is not very fulfilling in financial services today,” said Envestnet CEO Bill Crager in an interview with ThinkAdvisor Friday, ahead of the Monday release of his white paper “The Intelligent Financial Life.”

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Originally Posted at ThinkAdvisor on February 22, 2021 by Jeff Berman.