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Envestnet Data & Analytics Plans to Enhance Access to Financial Data, Improve Financial Wellness
Envestnet seeks to make it easier for customers to connect, grow, protect and manage the financial wellness of their business all in one place.
AssetMark Launches Digital Prospecting Capability for Advisers
The new tool makes it easier for advisers to reach prospective clients and gain insight into their needs, preferences and interests.
John Hancock Introduces Alexa Capabilities for Retirement Plan Participants
Its retirement plan participant clients can now access personalized information, including frequently-asked account queries, through their Alexa-enabled devices.
401k Plans Offers Digital App for Small Business Advisers
The platform aims to process plan transactions from reputable, timely providers.
JHRPS Launches Interactive Data Aggregation Feature
Participants will be able to monitor spending habits, manage finances and determine savings goals, says the firm.