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Many independent broker-dealers are hindered by outdated technology, James Lumberg, Envestnets co-founder and managing director, said in a statement. Through Envestnets 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 clients 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.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access