Our client, Rehmann Wealth, is a professional advisory firm employing nearly 900 associates. They have implemented the use of Envestnet Analytics, to help better understand their business operations, gain and share valuable insights with executives and advisors, and improve performance by making decisions based on up-to-date, accurate information.
According to Kyle Kujawa, System Support Coordinator, “We now have the insights we need to drive revenue and improve operations. Advisors can use the self-serve features to gain the insights they need to improve their practices.”
To learn more, read the full case study, or reach out to our team at any time. We’re happy to help you evaluate Envestnet Analytics or connect you with a representative from Envestnet.