Convenience, Functionality, and Productivity
Envestnet is a highly innovative wealth advisory solutions provider that is dedicated to helping independent financial advisors and institutions manage their clients’ wealth more efficiently and more effectively. To this end, we have assembled a comprehensive array of advanced functionality—all easily accessible through a single gateway:
- Account management resources
- Proposal generation
- Institutional-caliber investment solutions
- Research content and evaluation tools
- Reporting capabilities
- Branded website interface and customized reports
- End-client access
- Practice management resources
The Envestnet platform is dedicated to one purpose: providing financial institutions and independent financial advisors the freedom to focus on what matters most—building their business.
- Streamline your practice with a single investment platform
- Build scale
- Create a steady stream of recurring revenue
- Compete with top producers at larger firms
- Ensure objectivity with your clients through a fee-based model
- Present a professional, consistent image to clients
