Envestnet
Envestnet Advisor Now's automated managed account platform uses technology and algorithms to advise, manage, and service clients who want next generation investment services from their investment advisors. Features include paperless account opening, portfolio selection, automated trading, automated rebalancing, client billing, client portal, client communication, advisor portal, metrics and analytics.
Integration Features
  • Access critical Veo client data such as account information, balances, positions, history and transactions
  • Leverage Veo client data in a digital wealth management platform
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