Episode 287 – Advice at Scale: Smart Tech Meets Human Insight with Anuj Gupta and Blake Wood

Power Your Advice
06/08/2025 14 min
Episode 287 – Advice at Scale: Smart Tech Meets Human Insight with Anuj Gupta and Blake Wood

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Episode Synopsis

In this episode, we catch up with Anuj Gupta, Head of Sales Engineering, and Blake Wood, Head of Platform Strategy at Envestnet. They walk us through how Envestnet is helping advisors scale personalization and drive efficiency across their practices. From AI-powered insights and tax-aware investment tools to client review automation and UMA flexibility, Blake and … Continue reading Episode 287 – Advice at Scale: Smart Tech Meets Human Insight with Anuj Gupta and Blake Wood →

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