ENVESTNET REPORTING SOLUTIONS:
STREAMLINES YOUR CLIENT DATA MANAGEMENT
Maintaining accurate records and delivering regular client reports is a critical part of your practice, but it is very labor-intensive. Now, Envestnet offers a reporting solution that can streamline your data access, report creation, distribution and billing. We offer a fully-integrated outsourcing solution that provides accurate data feeds from multiple sources and that scrubs, reconciles, and aggregates data on a daily basis. It allows you to manage your practice more efficiently and spend more time with your clients.
This robust platform includes functionality suitable for individual advisors and broker/dealer home offices. Key features include:
- Data aggregation that allows you to see a complete picture of individual client assets, groups of clients, or your complete book of business. It includes direct interfaces with multiple custodians plus access to insurance accounts, directly purchased mutual funds, client permissioned accounts, and non-custodied investments.
- Data management capabilities that provide fully reconciled and scrubbed account data on a daily basis.
- Performance reporting that allows advisors to monitor and track client accounts and produce a full spectrum of standard and customized reports. For broker/dealer home offices, performance and holdings can be monitored and replicated (via FTP) for enterprise applications such as compliance, or general ledger.
Take the next step to enhance your reporting capabilities. Visit envestnet.com/reportingsolutions to learn how.
