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Spire Investment Partners chooses Envestnet as wealth management technology provider

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Spire Investment Partners, the parent company of Spire Wealth Management and Spire Securities has selected Envestnet’s integrated wealth management solution as a comprehensive and scalable platform for its advisors.

Envestnet’s end-to-end platform is tailored and customised for financial institutions and independent advisors to deliver client solutions at all asset levels. It combines powerful analytic tools, dynamic reporting utilities and other practice management applications to give advisors a scalable, streamlined and integrated solution to best manage their client outcomes and strengthen their practices.

“Spire’s growth has been driven by attracting advisors who are seeking the ideal balance between independence and maintaining the level of technological sophistication they enjoyed while working for larger firms and wirehouses,” says Sean Mullen, Senior Vice President and Director of Advisory Sales and Service, Envestnet. “Envestnet’s wealth management platform provides their advisors with an end-to-end solution that meets their unique demands.”

Spire provides advisors with the flexibility to choose whatever business model or corporate entity they prefer. Advisors also have the ability to select a variety of fee structures.

“Spire’s investment in our advisors is rooted in providing them with all of the tools, research and technology to make the best investment decisions for their clients, without having to spend valuable time on back office and administrative functions,” says David Blisk, Chief Executive Officer of Spire. “Envestnet’s platform provides us with a robust technology infrastructure to deliver on this commitment.”
 

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