New Envestnet Insurance Exchange Integrates Insurance Solutions into Wealth Management Practice

Envestnet Advisor Summit , which is currently underway at the Ernest N. Morial Convention Center in New Orleans.

The Envestnet Insurance Exchange will seamlessly connect select insurance carriers and established account processing vendors with Envestnet enterprise clients, allowing advisors to deliver cohesive and consistent holistic advice by incorporating insurance solutions into the wealth management process. The exchange will service large financial institutions including bank wealth management, independent advisors, broker-dealers and Registered Investment Advisors (RIAs), among others. It will offer fixed, fixed-indexed, variable, contingent-deferred, and private placement annuities with leading insurance carriers.

"We’re launching the Envestnet Insurance Exchange in response to the […]

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