Acumen in PHX at Envestnet Tamarac’s Conference

Acumen’s Shawna McCoy and Ashley Nichols, CFA® were thrilled to be a part of Elevate, Envestnet’s annual conference, in Phoenix this year. It brought together the entire Envestnet ecosystem, which aids Acumen in our mission to give our clients the best experience possible through the combination of technology and expertise. It was a chance to dig deep on our understanding of high-net-worth clients’ needs, as well as level up our knowledge of our trading platform, CRM, and multiple facets of our client-facing technology.