The Best Tools
at Your Fingertips
Creating Investment Plans That Work
With Envestnet®, you can create personalized, holistic investment recommendations that truly impress clients and prospects. Gather information on all their holdings, including 401(k)s, college accounts, and even trusts, and give clients a plan that shows how well you understand their needs and resources. Underlying your advice
will be a foundation of proven tools and
premium research, including our current
capital markets assumptions and leading
Use our proposal generator to recommend an asset allocation, which you can customize to your clients' needs. When you record client requirements in an investment policy statement, the platform will alert you to review or rebalance.
The Envestnet | PMC due diligence process gives advisors a level of assurance that the managers they implement into client portfolios have been thoroughly vetted, qualitatively and quantitatively, by a team of experienced analysts. The process features on-site interviews and a critical assessment of a manager’s ability to execute its strategy.
You can choose to integrate with a selection of leading financial planning applications and marry financial planning and client management capabilities with Envestnet's open architecture technology for investment research, portfolio construction, practice management, and performance monitoring services.
Review client accounts in depth to help you understand a client’s total wealth picture. You can look at hypothetical changes, make projections, and analyze performance with a click.
Underpinning the proposal is a personalized financial plan, created with Envestnet’s tools or your own. Our planning capabilities include risk-profiling tools for both wealth-building and retirement income planning—we can help you create systematic withdrawal programs or time-segmented distribution programs.
Create powerful proposals that give prospects a complete analysis of their wealth. Envestnet’s robust platform provides advisors with a variety of portfolio construction methods. Choose from multiple programs and products. Proposal documents can be labeled with your own branding and include colorful graphics.