Envestnet Adds Structured Products, Teaming With Goldman Spinoff: Tech Roundup

November 23, 2021 by Jeff Berman

Envestnet is partnering with Goldman Sachs fintech spinoff Simon Markets to enable advisors to offer structured investments as fee-based solutions, the companies said in a joint announcement Tuesday.

Envestnet’s integration plan will make it possible for advisors using Envestnet’s financial wellness ecosystem and unified managed account platform to offer structured investments as fee-based solutions and also “seamlessly manage these products across their lifecycle using analytics, education, and portfolio allocation tools” from Simon, they said.

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Originally Posted at ThinkAdvisor on November 18, 2021 by Jeff Berman.