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By Amanda Romano Company

Establishing Your Digital Flagship

3 minute read

In today’s environment, advisors need to differentiate themselves and more effectively communicate their unique value proposition. That’s why we are collaborating with Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, to deliver joint solutions to financial advisors.

Once logged into their Envestnet Advisor Suite account, advisors can now launch into their Twenty Over Ten website editor through a one-click integration. With this initial integration, Envestnet users can expect a powerful web platform from Twenty Over Ten built specifically for advisors and broker-dealers; and further integrations between Twenty Over Ten and Envestnet as part of a joint commitment to provide advisors with a full suite of tools to effectively establish and manage their digital flagship. 

A Rich, Seamless Experience for Every Stage of the Customer Lifecycle

 

Build Your Digital Presence:

Craft your brand and design your own personalized marketing site. Easily manage it all by launching into your Twenty Over Ten website editor through a one-click integration with Envestnet’s Advisor Suite.  

Connect With Clients:

Keep your firm’s value top of mind with clients. Provide clients with easy access to their accounts at all times through a branded client portal, accessed directly from your website.  

Communicate Your Unique Value Proposition:

Continue to build your pipeline of new clients through robust inbound marketing. Demonstrate your expertise and showcase the powerful technology that powers your practice.

We are thrilled to announce this strategic collaboration with Envestnet and are excited to provide financial advisors with an easier way to manage their business and their brand, all while developing stronger client connections through the combination of these two powerful tools. Learn more about our collaboration with Envestnet & get started!


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