From the benefits of open architecture, to utilizing technology to help advisors deliver personalized portfolios to clients at scale, Molly Weiss, chief product officer at Envestnet, outlines some of the tech trends she’s watching closely and how it will impact the company’s roadmap.


THE FUTURE OF WEALTH MANAGEMENT IS DIGITAL, and cutting-edge technology is powering a new generation of growth-minded advisors. Find out more at WealthStack.

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