Browsing Tag
analytics
3 posts
‘MPI Stylus Web’ Debuts as 401(k) Analytics, Reporting Tool for Advisors
Plan analysis, monitoring and reporting tool intended to increase retirement plan advisor capabilities and competitiveness
5 New Features Debut in Advisor Analytics Tool Suite from Envestnet
A series of new analytics tools intended to empower financial advisors to make better, data-driven decisions and ultimately…
How Big Data, Client Segmentation Help 401(k) Advisors Grow
Split ‘em up to serve ‘em best. That’s the latest finding from the Cerulli Associates, the Boston-based global…