KLR Wealth Management LLC Selects Envestnet, Industry Leading Integrated Platform
KLR Wealth Management, today announced that it will implement an industry leading integrated platform by Envestnet, providing a more unified experience for enhanced client service.
Envestnet’s platform provides KLR Wealth Management comprehensive access to powerful technologies and services, enabling KLR to deliver a higher level of client investment strategy and solutions.
With the addition of Envestnet, KLR’s clients will be able to:
- View all their finances in one place, in real time
- Receive simplified, integrated reports
- Make things easy – very user-friendly platform
- Spend more time doing what they love
“Leveraging Envestnet’s systems means our team can devote more time to better serving our clients,” said Peri Ann Aptaker, Managing Director, KLR Wealth Management, LLC. “This new platform is an important step forward in creating a more integrated and improved client experience as we help our clients grow, manage and preserve their wealth.”
Envestnet, Inc. (NYSE: ENV) is the leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.
More than 54,000 advisors and 2,500 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences and help drive better outcomes for enterprises, advisors and their clients.