A Sneak Peak at Envestnet’s Upgraded iPad App

This is an overview of Envestnet’s updated iPad app that was demoed at the Tools and Technology Today (T3) Conference that was held from February 11-13, 2013 in Miami, FL. The presenters were Marion Asnes, Managing Director, Chief Marketing Officer and Blake Wood, Vice President, Product Management. Wood explained some of the drivers behind the […]

7 Benefits of a Paperless Office for Advisory Firms

This is a summary of a session¬†called Enterprise Content Management in the Cloud (and Elsewhere) from the Tools and Technology Today (T3) Conference that took place February 11-13, 2013 in Miami, FL. The presenter was Ken Severud, Senior Vice President and Chief Operating Officer of Wealth Enhancement Group, a Minneapolis, Minnesota-based financial planning and advisory […]