#035 Envestnet Co-CIO Dana D’Auria On Personalizing Portfolios
The Julia La Roche Show
00:00
The Importance of Data and Analytics in Financial Planning
We're focused in the US. I just announced a partnership with a global custodian, FNZ, to kind of expand that footprint as well. Canada is a place that we have a heavy focus as well. We call it an insight, right, that you have a portfolio that the client is invested in currently. And what are some insights we can provide on that portfolio? Well, an example of one would be maybe their tax ramifications. So there's a button and then within that idea of insight, right,. You can imagine it can get pretty granular. It can be, you know, maybe you want to look at a more tax efficient portfolio or maybe there's we have overlay
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