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Envestnet

Envestnet

Leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.

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Author: Brandon Rembe

Brandon Rembe is the Chief Product Officer at Envestnet. Brandon has been with Envestnet since 2003, running product development as the Chief Technology Officer at Tamarac, and Managing Director at Envestnet | Tamarac. During his tenure at Envestnet | Tamarac, Brandon worked in and managed many aspects of the business from development to sales. In addition to overseeing the continual development of the company's portfolio and client management platform, Tamarac, Brandon played a hands-on role in building out Tamarac's first portfolio rebalancing application, Tamarac Trading.
Technology

Using Technology to Make an Intelligent Financial Life™ a Reality

February 15, 2022February 15, 2022 Brandon Rembe

At Envestnet, we believe that with consumer education, smart technology, and a reframing of how advisors and their clients work together, the advisor of the future will be able to make a connected, Intelligent Financial Life™ a reality for an ever-growing proportion of the population...

Financial Education/Financial Wellness

How Data Powers an Intelligent Financial Life™

November 30, 2021December 1, 2021 Brandon Rembe

There are a seemingly endless number of aspects to your clients’ finances. Envestnet brings it all together through our financial wellness ecosystem, creating one cohesive Intelligent Financial Life™, with dynamic, 360˚ views...

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