Wistia - Inside WealthTech

Inside WealthTech – Savant Wealth Management

In this episode, the Envestnet team sits down with Rob Morrison, Chief Experience Officer at Savant Wealth Management.

Inside WealthTech - Practifi

In this episode, we sit down with Brooke Deese, Director of Growth and Partnerships at Practifi, to talk about how AI, CRM strategy, and organizational readiness are redefining daily advisor workflows

Inside WealthTech – CAIS

Inside WealthTech – iCapital

In this episode, the Envestnet team speaks with Mike Doniger, SVP of Platform Partnerships at iCapital, to discuss how advisors can integrate alternative investments into client portfolios.

Inside WealthTech – IMA

In this edition of Inside WealthTech, Envestnet’s Molly Weiss and Blake Wood speak with Patrick Krulik, Head of Investments at IMA Advisory Services.

Inside WealthTech - Knomee

In this episode, the team sits down with Marla Sofer, Founder and CEO of Knomee, a behavioral data platform helping advisors scale personalized knowledge and deepen client trust.

Inside WealthTech - Pontera

In this edition of Envestnet's Inside WealthTech, the team talks with Yasmine Kacha of Pontera about how the relationship between retirement savers and financial advisors continues to evolve.