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Richardson Wealth selects Envestnet for portfolio management tools

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RF Capital Group Inc has announced that its wholly-owned subsidiary Richardson Wealth Limited (Richardson Wealth) has engaged with Envestnet to build the premier financial wellness network, in support of its ambitious growth strategy. 

Kish Kapoor, President and Chief Executive Officer, comments: “We have clearly stated our intentions to make Richardson Wealth the brand of choice for Canada’s top advisors and their high-net-worth clients. Becoming strategic partners with Envestnet, a company that is simply best-of-breed in its category, is in perfect alignment with our bold goals. Envestnet allows us to expand our definition of advice and address our clients’ entire financial lives in an intelligent, connected way. This is a wonderful union of two like-minded companies.” 
 
A committee of Richardson Wealth advisors across Canada overwhelmingly voted in favour of this leading-edge technology. Envestnet’s open architecture and advanced portfolio solutions made its financial wellness ecosystem the clear choice for our discriminating entrepreneurs.” 
 
Envestnet was selected because its state-of-the-art offering will provide our advisors with the tools they need to compete in the ever-evolving marketplace—exactly what we were looking for in a strategic partner,” says Sarah Widmeyer, Director of Wealth Strategies at Richardson Wealth.  
 
“When you take into account that more than 106,000 advisors across more than 5,100 companies, including 47 of the 50 largest US wealth management and brokerage firms leverage the Envestnet platform, I can safely say our committee has made an incredibly astute call for today, and for our future.” 
 

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