Dennis Gallant

Senior Analyst with Aite Group and industry expert with over 20 years of diverse experience in the retail asset management and wealth management marketplace.

[Dennis Gallant @dgallantaite]

The acquisition MoneyGuidePro is not surprising and the potential for integration with the investment process and Envestnet’s assembly of fintech solutions will give them a leg up on the competition. Is CRM next for Envestnet?