iCapital, Envestnet Expand Partnership for UMAs
April 18, 20264 min
Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework
Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework
Membership underscores commitment to dialogue and partnership in shaping the future of global investing
Investment builds upon partnership supporting Merrill and Private Bank advisors Strengthens iCapital’s position as the industry-wide solution of choice for banks and wealth managers