With intelligent and strategic wealth management tools in hand, advisors can spend more time investing in clients and less energy on repetitive tasks like manually gathering data for asset transfers. Watch our on-demand webinar to explore how tools like Automatic Customer Account Transfer Services from Envestnet | Yodlee streamlines advisor workflows, by aggregating and verifying account information to accelerate the asset transfer process process while reducing risk.
We also touch on planned upcoming tools that deliver insight into crypto accounts along with other portfolio holdings, so you can better manage clients’ risk exposure and diversification strategies. Watch now to see how you can put these tools to work and take your wealth management practice to the next level.
Watch to discover how to:
- Access quality data points critical to the Automated Customer Account Transfer Service process
- Verify ACATS eligibility via one or multiple data elements
- Automatically populate transfer forms to reduce data errors
- Streamline the client transfer experience with fewer touch points
- View and track crypto alongside other investments