Tearsheet DataDay 2021
Thursday, May 27, 2021 @ 9:45am EST
Come hear from Envestnet | Yodlee at Tearsheet DataDay 2021! Ashley Dahl, Vice President of Product Management, explains how financial advisors should be equipped with technology that allows for meaningful interactions with their clients through holistic views of assets, customized next actions for investments, and the ability to reduce costs while serving more clients. After all, the best advice comes from the best data.
Register for the event here.