ENVESTNET
Founded in 1999, Envestnet began with an idea that would revolutionize the services that financial advisors provide to their clients.
Today, our capabilities are unparalleled, merging the expertise of top investment managers, a broad range of fee-based investment products, and an array of enhanced financial technology, such as powerful analytic tools, dynamic reporting utilities, and other practice management applications. The Envestnet platform brings it all together via a proprietary unified technology platform.
Over the years, we have grown into one of the largest providers of wealth management solutions in the industry, with more than 400 employees in our Chicago headquarters and offices in Boston, Denver, New York, Silicon Valley, and Trivandrum, India.
The synergy between Envestnet and Portfolio Management Consultants (PMC), Envestnet's Portfolio Consulting Group, opens the door to a comprehensive suite of integrated investment solutions that can help professional investment advisors meet the needs of today’s most demanding, most sophisticated clients.
ADVISOR-CENTRIC FUNCTIONALITY
Our state-of-the-art, Web-based productivity hub is your gateway to best-of-breed investment managers, unparalleled practice management tools, and comprehensive portfolio management options.
The Envestnet platform empowers you to create a more customized, more satisfying investment experience for your clients.
CLIENT-CENTRIC SOLUTIONS
Protecting the financial interests of your clients is at the center of all we do. We employ a four-step process that identifies client goals, constructs an appropriate strategy, implements the investment plan, and monitors its effectiveness through market cycles.
At all times, we take our fiduciary role seriously. We strive to serve as a partner to you, the financial advisor, as we dedicate our efforts to helping strengthen the relationship of trust you’ve worked so hard to establish with your clients.
PORTFOLIO MANAGEMENT CONSULTANTS (PMC)
PMC is the premier provider of portfolio consultant services to investment representatives and financial advisors around the globe.
PMC draws upon more than 20 years of experience in “advising the advisor” to help investment professionals in their search for the investment managers, strategies, and products that truly meet their clients’ needs—all with the goal of “perfecting the portfolio.”
Working with PMC, you’ll have broader access to advanced technology, tools, and expertise to help you identify and evaluate attractive investment opportunities and build effective portfolios for your clients.
