The latest in financial #AdviserTech — August 2022
This month's roundup looks at Envestnet's acquisition of Redi2, Catchlight's new system to assess prospects and AssetMark's deal for Adhesion Wealth.
The August edition of the latest in financial #AdviserTech kicks off with the news that Envestnet has acquired Redi2, a company whose revenue management systems are among the most widely used by broker-dealers. Redi2’s systems facilitate the flow of dollars coming in and being paid out to advisers
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