July 26, 2013
July 26, 2013
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Envestnet Launching Manager Models with Interval Funds Available from BlackRock & Franklin Templeton
To address the growing demand and interest in alternative investments, Envestnet announced the launch of professionally managed model portfolios featuring interval funds on its WealthTech platform.
Dynamic Partners with Aculis to Launch First-of-Its-Kind AI Enterprise Solution for Wealth Advisors
The new AI layer will be deployed across Dynamic’s advisor network and virtual home office team, enabling deeper automation, personalization and insight generation across every function of the advisory business.