Envestnet and PIEtech® have come together with Edmond Walters to form Apprise Labs, a new startup focused on building software to address estate planning, lifetime cash flow and client retirement needs. The next generation software will add detailed short-term cash flow and tax information to each firm's financial planning solutions, Envestnet Logix and MoneyGuide. The new add-ons will allow advisors to collaborate with clients through an interactive and rewarding user interface to plan for their family's unique legacy needs. During their on-stage presentation at the T3 Advisor conference tomorrow, Envestnet CEO Jud Bergman, PIEtech co-CEO Bob Curtis and Apprise Labs founder Edmond Walters will unveil that the add-ons will provide advanced, cash flow-based tax and estate planning functionality. Clients using the MoneyGuide platform or the Logix tool will have access to more advanced and interactive estate planning options later in 2019.