Building Software: Envestnet and Client Assets

building software: Envestnet and the backers of Money Guide Pro PIEtech recently partnered with former eMoney CEO Edmond Walters to form Apprise Labs, a new startup focused on building software to address estate planning needs, according to The Independent. Apprise's flagship product, which will be featured on the Envestnet platform, is called Money Logix Pro. But, a new product is eyeing another corner of the planning market The ultra high net worth crowd. It will become available to Envestnet's 92,000-plus advisors sometime this year. Several software add-ons break down client assets into a single portfolio dashboard, according to an Envestnet spokeswoman. We expect that this will solve the same market, but in a little different way, says Evestnet CEO Jud Bergman. (news.financializer.com). As reported in the news.