Envestnet is excited to announce our third product release of 2022. Here is a quick review of the updates users can expect to see...
Author: Molly Weiss
Molly Weiss is a 15-year financial services veteran and drives Envestnet’s end-to-end technology and solutions ranging from portfolio management, financial planning, performance reporting, and digital account management tools. Molly has worked to integrate the firm’s acquisitions, and its growing network of integrations with 3rd party partners and maintains a focus on investor and advisor user experience.
She holds an MBA from Santa Clara University.