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Envestnet’s digital advice program is a highly configurable digital investment solution that brings together the simplicity of a robo-offering with a reputable infrastructure that automates the process of goal planning, portfolio selection, account opening, fund transfers, client communications and more.
The digital advice program provides a number of key benefits to clients:
Built in the trusted Envestnet platform that’s used by more than 54,000 advisors, the digital advice program leverages our scalable technology and broad range of service models to support your processes and regulatory obligations.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.