Helping advisors cultivate and grow relationships with the next generation through wealth transfer planning.
Peak Trust Company's Presence on Trucendent-Powered Trust Account Marketplace Enables Advisors' Clients to Benefit from Favorable Trust Rules in Alaska & Nevada--Without Having to Reside There
South Dakota-Based Trust Administrator’s Services are Available to RIAs & Broker-Dealers Through Trucendent-Powered Trust Account Marketplace
Integration Strengthens Soon-to-Launch Platform Powered by Trucendent, Delivering One-Stop Marketplace for Enabling RIAs & Broker-Dealers to Seamlessly Create, Manage & Transfer Trust Accounts for Clients
Envestnet has announced the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker-dealers seamlessly utilize trust accounts to facilitate the efficient transfer of wealth from generation to generation.
Envestnet advisers can manage trust and estate planning accounts for their clients' thanks to an API integration with Trucendent
At a time when inter-generational wealth transfer – amounting to tens of trillions of dollars – is a major theme in the industry, having efficient tools to handle the work is important.
