Attendees will gain exclusive access and cutting-edge insights from the financial industry’s best and brightest with compelling keynote speakers, including industry perspectives from Orion's incoming CEO Natalie Wolfsen and Dr. Daniel Crosby, Orion’s chief behavioral officer.
Users can access in-depth research on investment strategies from MyStockDNA and all other model providers available on UX Wealth to create dynamic portfolios on the fly.
"A third of all RIAs who manage more than $1 billion in assets under management use Envestnet for a reason. Our platform creates an optimized and seamless digital experience that helps them make sense of their clients' short- and long-term finances—and become indispensable navigators for every client's financial life."
“In the competitive TAMP and enterprise technology platform marketplace, it's encouraging to know that our dedication to innovation and providing best-in-class service to our RIA clients isn’t going unnoticed."
You've got to juggle risk, returns, and individual investor goals while keeping an eye on market trends and potential opportunities. This can put a huge strain on an advisor and make it difficult to strengthen client relationships. So, how can financial advisors make portfolio construction easier and less time-consuming?
This multi-custodial, advisor-facing platform enables advisors to easily source strategies, build portfolios, and administrate client accounts with tax-efficiency, knowing portfolios are rebalanced and updated with continuous intraday trading.
"By uniting SMArtX's state-of-the-art managed accounts technology with Russell Investments' world-class asset management prowess, we are presenting traditional RIAs, wrap fee advisors, and financial planners with an unparalleled cost-free solution to address their investment management needs."
