Standout features of 10 robos aimed at advisory firms
Envestnet's Advisor Now
Advisor technology provider Envestnet bought Upside in February 2015 and turned it into Advisor Now.
Its technology includes financial wellness applications. Advisor Now supports open architecture access to investment portfolios from Envestnet, and other asset managers, as well as portfolios designed by advisers or a wealth management firm's investment team.
The firm does not release the names of its clients.