Maximize Operational Efficiencies
Envestnet brings a new level of support to the financial community through its back-office outsourcing solution. By partnering with us, asset managers can maximize operational efficiencies through outsourced back-office functions that are essential to navigating the complexities of delivering a managed account solution:
- Trading access, support, and settlement
- Daily account reconciliation to the custodian
- Billing services and reporting tools
Why Outsource?
Envestnet brings you the at-hand resources that give you greater freedom to focus on the big picture of your business future. By outsourcing back-office functions, you’ll encounter a range of opportunities to streamline your operations:
- Moderate risk while automating and improving reporting and servicing capabilities
- Reconciliation application provides a flexible and scalable resource to meet evolving requirements
- Overlay management capabilities improve model management and tax efficiency
- Focus on core competencies of asset management and distribution
For more information about our Back-Office Outsourcing solution, contact Joshua Mayer, Vice President of Portfolio Administration, in our Denver office at 1.800.842.1177.
