WealthTech company Envestnet has joined forces with Dynasty Financial Partners for a new project to boost the financial knowledge of their clients.
The new Advisor Services Exchange will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses.
Essentially, it means clients can now tap into Dynasty’s services. That includes access to growth capital, business management tools, marketing services and outsourced chief financial officer services.
“We’re excited to provide Envestnet clients access to services that help them meet the growing demands of managing their businesses – so they can focus on helping their clients achieve financial wellness,” said Aaron Bauer, head of wealth strategy at Envestnet.
“We’re doubling down on our commitment to and investment in financial advisors, and we’re proud to partner with Dynasty to fulfill it. Through the Advisor Services Exchange, we believe Envestnet’s clients will be able to save time on day-to-day business management activity, and bolster their services to deliver comprehensive, unified advice.”
The new advisement platform is set to launch later in 2020.
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