A look at the companies demoing live to 1,500 fintech professionals. Register today.
Envestnet’s Advisor Now is a brandable, digital-advice offering that automates the process of goal planning, portfolio selection, account opening, fund transfers, client communications and more.
Features
- Meet the growing online and mobile communication demands of your clients
- Capture the next generation of investors more profitably
- Compete in the digital-advice marketplace
Why it’s great
Built in the trusted Envestnet platform and used by 40,000+ advisors, Advisor Now leverages its scalable technology and broad range of service models to support your processes and regulatory obligations.
Presenters
Blake Wood, SVP, Product Management
Wood has 10+ years of experience and is responsible for assisting in the development of strategic platform products, services, and infrastructure alliances.
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Molly Pandya, SVP, Product Management
With 10+ years of experience, Pandya is responsible for Advisor Now functionality and interface along with user experience for Envestnet Advisor, Enterprise, Manager, and Investor Portals.
LinkedIn
Jay Hummel, SVP, Advisory Services
With 15 years of experience in financial services, Hummel leads the effort in the delivery and adoption of advisor education and business best practices for advisory firms.
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