WealthTech Today
WealthTech Today
Craig Iskowitz
Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts
1 seconds Posted Feb 27, 2024 at 4:59 pm.
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Come on in and sit back and relax. You’re listening to Episode 227 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Molly Weiss from […]