Integrated Portfolio and Practice Management
Build Your Business with Confidence
As a financial advisor, you face a daily challenge to deliver outstanding advice and service while efficiently managing your business. The open architecture of the Envestnet Advisor Suite™ allows you to bring together everything you need - analytics, advisory tools, advanced portfolio solutions, and practice management and reporting capabilities.
The Envestnet Advisor Suite empowers you to integrate portfolio and practice management and reporting across your entire practice. You can integrate all your business functions, or pick and choose the applications and capabilities you want.
Our culture of innovation and service means we remain focused on delivering leading solutions.