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Envestnet Retire Complete
Ravi Sodhani, Workplace Solutions Director, introduces Retire Complete, a turnkey digital tool designed to help financial advisors generate competitive retirement plan proposals quickly and easily.
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Ravi Sodhani
Workplace Solutions Director, Envestnet
As Director of Workplace Solutions, Ravi works directly with the Head of Workplace to define the strategy to achieve the business line growth objectives. He works directly with Envestnet’s many partners and clients to take new products from ideation to launch, and further to distribution and advisor engagement. He works closely with internal cross-functional teams to facilitate seamless execution, fact-based decision-making, and accountability across the organization. Prior to joining Envestnet, Ravi was Vice President of Program Management at BNY Mellon – Pershing. He has an MBA in Global Management.
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by industry-leading service and support. Serving the wealth management industry for 25 years with more than $6 trillion in platform assets—more than 109,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs -- thousands of companies, depend on Envestnet technology and services to help drive business growth and productivity, and better outcomes for their clients. Data as of 3/31/24.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@ENVintel).
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