Jim Patrick

Envestnet Completes Integration of Hiddenlevers Application Into Envestnet’s Next Generation Platform

Submitted by Technology Tools for Today on August 27th, 2013

Bill Crager
Envestnet
HiddenLevers
integrated technology
Jim Patrick
Portfolio Management Consultants
Raj Udeshi
technology
unified wealth management technology

Portfolio Stress Testing Empowers Advisors with Actionable Insights to Identify Opportunities for Improved Portfolio Construction and Management