Leigh Eichel and Ayal Bahary at Alpha Vee recently provided a live overview of their investment models and what makes them not only special but essential parts of an alert advisor's solution set. The video wasn't listed but if you don't know them yet, now's your chance to get a look behind the scenes.
The launch marks a significant milestone in Envestnet's mission to broaden seamless advisor access to alternative investments. These new models integrate semi-liquid and liquid strategies, enabling seamless allocation to alternatives with point-and-click simplicity.
With the Orion integration, those efficiencies are now enriched by real-time portfolio intelligence, making DataDasher's insights more relevant, actionable and timely.