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Envestnet Enhances MoneyGuide Platform to Drive the Future of Digital Financial Planning

/PRNewswire/ It s estimated that Baby Boomers will transfer $68 trillion in wealth over the next 25 years the size and scope of which will have implications. ....

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Residential Real Estate & Unsecured Consumer Loan Services from Envestnet Credit Exchange Now Available Through MML Investors Services

/PRNewswire/ Envestnet announces that investment advisor (IA) reps affiliated with MML Investors Services, LLC (MMLIS) can now offer Envestnet Credit. ....

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Exchange now helps financial advisers find clients a mortgage

Ally Home, Better, and Guaranteed Rate are the first residential mortgage lenders to join the Envestnet Credit Exchange, an online network that lets wealth managers see prequalified loan options that are available to their clients.
Financial advisers should be experts not just on investing but borrowing, and real estate financing is likely to be their clients’ greatest need, the Exchange’s backers say.
With the addition of mortgages and a broader selection of personal loans, the Envestment Credit Exchange now provides securities-backed, unsecured and real estate-based loans from $10,000 to $25 million and above.
Andrew Stavaridis
“To compete and succeed in the wealth management arena, advisors must address both sides of their clients’ balance sheet,” said Envestnet’s Andrew Stavaridis in a statement. “Helping clients build net worth means managing credit as strategically as investments.” ....

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