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Envestnet, Inc

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The Federal Reserve recently published data revealing that 58% of Americans now own public equity — the highest percentage ever recorded. Envestnet’s partnership with iconik enables advisors to deliver personalized proxy voting to their clients, with timely reporting to demonstrate the impact of voting decisions. This innovative approach assists advisors in engaging, attracting, and retaining clients by providing them a voice. This interactive technology equips advisors with tools to build and refine client voting profiles to best reflect individual investor viewpoints. Check out Kiley Miller, Principal Director of Sustainable Investing, and Alex Thaler, iconik’s Co-founder, as they delve into the details. https://lnkd.in/ebgVPnVb

iconik

7mo

A great conversation and preview of the power of Prism, a new voting analysis tool that compares fund voting records with client voting profiles. #Proxy #Prism

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Andrew Besheer

Solving Financial Services Industry problems and growing WealthTech and FinTech businesses. Not that #andybeshear

7mo

#personalizationatscale 👏

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  • iconik reposted this

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    Alex Thaler

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iconik

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