Leverage your expertise
As a financial advisor, you bring invaluable resources to the ongoing responsibilities associated with planning and managing your clients’ investment strategies. When you incorporate Advisor Directed Portfolios into your practice, you’ll have a robust set of portfolio management capabilities at your disposal:
- Build and manage your own portfolios from the ground up
- Use existing models or adapt them to your own parameters
- Streamline the maintenance of your models and client accounts
- Customize investment solutions to better meet your clients’ unique needs
- Ease your administrative burden with comprehensive performance reporting and billing
Streamline your business
Envestnet enables you to combine the advantages of outsourced investment management with the control of self-managing your own client portfolios. Coordinated through the integrated Envestnet platform, Advisor Directed Portfolios make this complex process much easier, more efficient, and more effective:
- Broad range of investment vehicles
- Trading tools
- Rebalancing and liquidity tools
- Sophisticated alert system
- Account-level security restrictions
- Integrated administrative functions
Backed by Envestnet, you’ll always have the support of a team of experts dedicated to assisting you whenever you need guidance, ensuring a seamless transition and full immersion in these flexible and powerful portfolio management tools.
A proven methodology…sophisticated management tools…customized investment solutions… the Envestnet platform brings it all together.
