"This is a great outcome for Envestnet's clients and employees, and one that maintains its entrepreneurial spirit," said co-founder and outgoing CEO Bill Crager. "I couldn't be more excited about the company going forward."
Dynasty’s Supported Independence Model offers advisors the freedom to do what they believe is best for their clients, while providing the resources and support to grow their firms both organically and inorganically.
Existing partners Allspring Global Investments, Dana Investment Advisors, Lord, Abbett & Co., Nuveen Asset Management, Ocean Park Asset Management, and SMArtX Advisory Solutions have introduced new strategies.
Once the solution is set up, you face potential challenges with data migration and team resistance. And, of course, if the implementation goes sideways at any point, it may harm your client experience.
The platform offers comprehensive rebalancing and trading capabilities, including portfolio monitoring, pre-trade and post-trade compliance and order management, all within a single multi-custodial solution.
