Envestnet: a comprehensive, unified platform that empowers your practice
Envestnet delivers an end-to-end platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. Our state-of-the-art, Web-based platform provides access to multiple investment programs, proposal generation tools, and account management resources to help develop and grow your fee-based practice and assist you in achieving key business objectives.
UNIFICATION
Through the Envestnet platform, you have immediate access to the indispensable, all-in-one functionality of a broad range of specialized tools - everything you need to successfully manage your clients’ investment accounts. The capabilities of Envestnet mesh with your own systems and procedures, simplifying the transition and allowing you to easily incorporate your own advisory expertise into each client relationship.
CONTROL
This unified approach helps you and your clients evaluate their financial picture from a broader, more inclusive perspective. You determine the level of service and customization you provide to your clients… you draw on the resources of Envestnet as you see fit… you define the scope of involvement you wish to maintain - from asset allocation decisions to client reporting detail.
FREEDOM
Envestnet automates the tasks of client servicing, giving you the freedom to pursue more profitable activities and to shape your practice according to your own needs and preferences. Ultimately, the Envestnet advantage can increase the value of your business while enhancing your professional value in the eyes of your clients.
