We are committed to delivering meaningful enhancements to the Envestnet ecosystem that help advisors to run their businesses. With our first release of 2023, we’re focused on helping you to provide a holistic view for your clients, and in particular, HNW clients. Watch a video of Molly Weiss, Head of Product for Envestnet Wealth, with some of the top highlights.
Author: Molly Weiss
Molly Weiss is a 20 year financial services veteran and drives Envestnet’s Wealth Tech and Solutions end-to-end technology and services ranging from portfolio management, financial planning, performance reporting, and digital account management tools. Molly’s focus has been on the integration of the firm’s acquisitions, its growing network of integrations with 3rd party partners and maintains a focus on investor and advisor experience. She holds an MBA from Santa Clara University and lives with her two sons in the Silicon Valley.