Hosted by On Wall Street
Digital technologies are transforming the wealth landscape and providing digitally- savvy wealth management firms with better tools and better data to deliver more holistic based planning and advice. But, with the growth of innovation comes increased fee-compression and lower margins, threatening the traditional role of advisors. To help advisors survive and thrive in the digital world, wealth and investment management firms must execute a cohesive and integrated digital transformation now. Join our webinar to see how cutting-edge advisor solutions are breaking down technology barriers and get an in-depth look at the interconnected technologies that are creating new business opportunities for financial advisors.
In this on-demand webinar, we’ll discuss:
Envestnet | Yodlee
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