- Now Playing
Practice Management With Data Aggregation
Denise Diana, Principal Director, Workplace Solutions explains the challenges advisory businesses face in the retirement marketplace, and the benefits of using Envestnet's practice management platform to streamline processes, navigate regulations, and grow your business.
Related Resources
Speakers
Denise Diana
Principal Director, Workplace Solutions, Envestnet
Denise is currently a Principal Director for Envestnet Workplace Solutions and currently leads Strategic Relationship Management. She is responsible to lead a team of relationship and service managers who work with Envestnet clients to help them support, managed and expand their workplace retirement business with their financial advisors. Denise has over 25 years’ experience in the institutional retirement marketplace. Before Envestnet, she held a variety of leadership roles at Prudential, MassMutual, Hartford, Transamerica and Schwab.
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).
© 2021 Informa USA, Inc., All Rights Reserved | Privacy Policy | Terms of Service