Estate planning isn’t just about distributing assets — it’s about protecting your clients' legacy, preserving family harmony, and ensuring wealth is transferred with precision, discretion, and control. Two key instruments at the core of that strategy are the Last Will and Testament and the Revocable Trust.
This strategic appointment underscores Envestnet's commitment to deepening its RIA client relationships and providing best-in-class technology, data insights and managed account solutions for RIAs to help scale and grow their practices.
If you're like many advisors, you're always looking for new ways to deliver greater value to your clients. Today’s investors want more than just a solid return. They want flexibility. They want tax efficiency. They want transparency. And more than anything, they want their portfolio to reflect what matters to them. That’s where AssetMark’s Direct Indexing (DI) comes in—and it's quickly becoming a powerful tool in an advisor’s toolkit.
The retirement of Morningstar Office could have disrupted thousands of advisory practices. Instead, a strategic alliance with SS&C’s Black Diamond is delivering continuity, efficiency, and next-gen capability—all with minimal advisor effort and no double billing.
Were your interactions timely, thoughtful, and emotionally attuned? Track progress on deepening relationships, share success stories, and use feedback to continually improve your service. Let your clients see that effort. Show them you are listening, evolving, and committed to offering a level of care that feels personal and consistent.
"Orion's platform is designed to help firms like Arete Wealth accelerate growth and deliver an exceptional client experience," said Reed Colley, President of Orion Advisor Technology. "Together, we're enabling advisors to scale their businesses while delivering the personalized service today's investors expect."
Choosing a TAMP is more than picking a platform—it’s choosing a partner for the future. SEI empowers advisors with integrated custody, technology, investment management, and transition support, all built around independence and growth. Discover how SEI helps firms scale efficiently while safeguarding their client relationships and brand identity.
