Technology | 2011.12.03
Dynasty and Envestnet to Leverage Institutional Research in New Wealth Management Platform
NEW YORK--(BUSINESS WIRE)--Two well-known names in the wealth management industry—Dynasty Financial Partners and Envestnet—have joined forces to build a robust wealth management platform geared specifically toward investment advisors with large and sophisticated clients. The innovative platform integrates the industry leading proprietary research of Dynasty’s strategic partner Callan Associates with Envestnet’s state-of-the-art tools and technology. The new platform is expected to become availab
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