Approximately 300 advisors affiliated with independent broker-dealer Symetra Investment Services, based in Bellevue, Wash., now have access to a Envestnet's online tools, including aggregated reporting capabilities.

“Many independent broker-dealers are hindered by outdated technology,” James Lumberg, Envestnet’s co-founder and managing director, said in a statement.  “Through Envestnet’s platform, SIS is able to give [its] advisors access to a sophisticated wealth management apparatus. By adding aggregated reporting to the mix — which provides an overall view of a client’s wealth and allows the advisor to create a holistic financial plan — SIS has empowered their advisors to offer advice that conforms to current best practices.”

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