Embedded Investing is a fully digital onboarding and account opening experience that can be embedded into any website or be a stand-alone experience. Stop customers from taking their deposits off platform in search of easy, engaging investing. And help them build wealth through professionally managed, advised accounts. Designed with new investors in mind, our thematic tilted portfolios allow customers to invest in things they care about while remaining risk appropriate. Customers remain in your ecosystem through a framed-in experience with simple SSO authentication. Envestnet performs the investment advisory activities, as the RIA.
Features and benefits:
https://www.envestnet.com/