Empowering the Advisor
Envestnet enables independent advisors to offer portfolio solutions and wealth management services to meet the financial needs of today's affluent client. Discover how Envestnet acts as your one-stop productivity hub, putting you at the center of an integrated array of vital capabilities:
- Investment management and research
- Reporting services
- Business resources
- Back-office and administration support
- Online functionality and cross integration
ENHANCE PRODUCTIVITY
The Envestnet platform fully automates your practice, enabling you to set aside mundane administrative duties and concentrate on activities that can help you build and maintain a competitive edge:
- Advanced Web-enabled services that facilitate the pre-sales consulting process
- Automated client profiling and account opening
- Asset allocation and portfolio optimization tools
- Customized client proposals
- Institutional-level products and services, including access to over 90 industry-leading separate account managers at reduced investment minimums
Streamline Client Servicing
- Tailored investment plans are easily created for each client's unique financial goals
- Dynamically generated, online client reports enable you to efficiently provide more personalized client servicing
- Platform creates a perfect forum to discuss and evaluate financial goals with your client
Manage Your Business
- A number of reports are available to help you manage your business on a day-to-day basis
- Tracking system enables you to check each step of the pre-sales process for prospective clients
- Educational and sales resources help you grow professionally
- State-of-the-art technology and financial planning tools help you compete for assets of large, sophisticated clients
- A dedicated team of sales and service professionals is ready to support your business needs
