Audience
Enterprises interested in a unified network platform to enhance and optimize their wealth management process
About Envestnet Portal
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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Integrations
Company Information
Envestnet
Founded: 2008
United States
www.envestnet.com/ourplatform
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Online