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LATEST FROM OUR BLOG

How Rehmann Wealth is using Envestnet Analytics

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.

LibertyFi Helps RIAs Scale Their Businesses and Increase Client Satisfaction

Since 2017, LibertyFi has had the opportunity to help RIAs improve the client and advisor experience by maximizing their investment in the Envestnet platform. Our team of hands-on practitioners, experienced in advisory technology and middle-office consulting, looks for new ways to apply technology to improve both the advisor and client experiences. By creating and streamlining repeatable processes, we can help provide them with consistent experiences that help them achieve their goals.

Secrets to Scale with Scott Sheffer

Season two of Secrets to Scale is here! Our first guest is Scott Sheffer, CEO of Carnegie Wealth Management, and one of LibertyFi’s first clients. His story is unique because he acquired Carnegie when the original founder was ready to retire. By implementing his vision, he has retained the original clients and added new clients.