Tag: digital tools

Remote financial wellness programs can improve retirement saving behavior, but surveyed consumers still prefer personal or hybrid communication with advisers.

Envestnet seeks to make it easier for customers to connect, grow, protect and manage the financial wellness of their business...

The new tool makes it easier for advisers to reach prospective clients and gain insight into their needs, preferences and interests.

They are designed to help financial professionals better serve clients in the current digital environment in light of COVID-19.

Its retirement plan participant clients can now access personalized information, including frequently-asked account queries, through their Alexa-enabled devices.

The platform aims to process plan transactions from reputable, timely providers.

Participants will be able to monitor spending habits, manage finances and determine savings goals, says the firm.