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Category: Data Security

Data Security/Onboarding

Our Data Pledge: Going Above and Beyond for Firm Onboarding and Data Maintenance

June 1, 2020May 31, 2020 Matt King

As advisors think about transitioning to a new portfolio accounting system, their biggest concerns generally center around client data —…

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Data Security

Setting the Standard for Data Stewardship

August 15, 2019 Jud Bergman

When I founded Envestnet almost 20 years ago, my vision for the company was clear: to help independent advisors and…

Read More Setting the Standard for Data Stewardship

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