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CenterPoint/ORG Case Study

By outsourcing the investment and technology management to ORG Partners and LibertyFi, CenterPoint has been able to scale its business while continuing to satisfy clients.

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.