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Envestnet Elevate

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Envestnet Elevate

par Envestnet Financial Technologies, Inc.

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v2.50.7 54 Mo Universel 17+

Description

Recognized by Investopedia, Kitces, and SmartAsset as one of the top industry conferences, Envestnet Elevate is one of the only events bringing together advisors, RIAs, enterprises, and fintech professionals into the same space to discuss how wealth management technology can transform our clients’ futures. We offer an ideal mix of networking opportunities, training, CE-accredited sessions, and insights from top thought leaders, all in just 2 days.

Download the Elevate app to:
• Get access to your personalized event agenda
• Browse speaker and attendee profiles
• Participate in live Q&A and polling sessions
• Follow presentations, take notes and access virtual libraries
• Complete surveys and connect with other attendees
• View travel and venue information
• Post, ""like"" and comment on content

NOTE - You must be a registered participant with a valid email address to use this app.

Nouveautés (v2.50.7)

- The Universal lead capture module now includes an offline mode, allowing representatives to collect leads even without an internet connection.
This ensures uninterrupted lead capture in environments with limited connectivity. Any data collected offline will automatically sync once the device reconnects.

- We’ve enhanced the filtering system for the event list displayed when launching the mobile app. Filters are now ordered as follows: Ongoing · Future · Past · Testing · All. Count badges have also been added to display the number of events in each category.

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