BERWYN, PA — Key Wealth, the wealth management arm of KeyBank, has announced an expansion of its partnership with Envestnet to introduce a next-generation wealth management platform. This move is aimed at equipping Key Wealth advisors with advanced tools designed to meet the increasingly complex financial needs of their clients.
The enhanced collaboration grants Key Wealth advisors access to Envestnet’s state-of-the-art technology and data-driven solutions, enabling a more tailored and comprehensive approach to financial planning, investment management, and client relations.
Platform Features
The expanded platform delivers a range of powerful features that promise to transform wealth management services, including:
- Digital Client Experience – A streamlined and interactive interface that simplifies financial decision-making while fostering transparency between advisors and clients.
- Integrated Financial Planning – Sophisticated tools for crafting personalized strategies that align with clients’ unique financial goals, both short- and long-term.
- Portfolio Management & Analytics – Advanced solutions such as risk analysis, tax overlay, and AI-driven insights that help advisors optimize portfolios and grow their practices.
Leadership Perspectives
“This expansion signifies a major milestone in unifying our technology platforms and elevating our Wealth business,” stated Joe Calabrese, Chief Operating Officer at Key Wealth. He emphasized the importance of utilizing Envestnet’s capabilities to enhance advisors’ ability to address clients’ financial goals with a holistic approach.
Molly Weiss, Group President of Wealth Management Platform at Envestnet, shared similar enthusiasm, highlighting their joint focus on innovation and personalized experiences. “Key Wealth’s commitment to integrating banking and wealth management makes them an exciting partner. This platform enables advisors to deliver more efficient, scalable, and personalized solutions,” she said.
Closing Summary
The expanded relationship between Key Wealth and Envestnet underscores their shared vision of modernizing wealth management services. By leveraging advanced technology and integrated solutions, the collaboration is positioned to enhance advisor effectiveness and improve outcomes for clients across the wealth management landscape.
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