Envestnet Elevate 2024 - Proposal tool enables advisors to do more than open accounts, says Envestnet director

Envestnet Director of Product Management Diane Havrilla joins InvestmentNews anchor Gregg Greenberg to explain how the company's proprietary proposal tool enables advisors to not only open accounts but customize them as well.
  • Jun 17, 2024
More: Gameday
Envestnet Elevate 2024 - New portfolio management tools offer advisors superior insights for clients, says Envestnet group president

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