Envestnet PortalEnvestnet
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Related Products
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About
Envestnet's multi-portal platform is a unified network focused on enhancing the wealth management process. We harmonize data across the breadth of our network to deliver thoughtful, actionable intelligence that can foster growth and deliver better client outcomes. Our portals are complete solutions that can be accessed on the go and span the key elements of the advisory process. Our advisor portal delivers applications that integrate with high efficiency all the advisor’s client-focused efforts, reducing the time spent on administrative, “back-office” tasks. Our manager portal is a complete solution that enables third-party strategists and separate account managers to implement client portfolios for advisors. Managers can also leverage enhanced analytics and reporting to deliver better decisions on distribution strategies and gain deeper insight about their book of business.
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About
Search, discover, catalog and access your data seamlessly. Knoema’s DataHub solves enterprise workflow challenges across all areas of the business by being the lens on top of any enterprise’s data assets. 8x reduction in time to value in comparison to internal build. Seamless connectivity to internal and third-party data. Fast and simple search to discover new data. Data accessibility during cloud adoption and digital transformation. Our catalog continues to grow through new datasets every day. Find 1st party, public, or 3rd party data with ease. Add new data subscriptions without the overhead. Filter across your data, your 3rd party licensed data, and new data that is pre-integrated into Knoema to get the right data for your needs. Insight and action based on unique user workflows. Foster and achieve organizational data literacy. Integrate and embed insights into other solutions. Track action and usage with data governance tools.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprises interested in a unified network platform to enhance and optimize their wealth management process
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Audience
Companies and businesses in need of a tool to research, discover and solve enterprise workflow challenges
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEnvestnet
Founded: 2008
United States
www.envestnet.com/ourplatform
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Company InformationKnoema
United States
knoema.com
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Categories |
Categories |
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Integrations
CircleBlack
MoneyGuidePro
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