Comprehensive Solutions for Complex Proposals
Leverage the expertise of our portfolio consultants, Envestnet | PMC®, recommendations from more than 60 leading strategists or create and manage portfolios that best express your own investment philosophy. Access more than 12,000 investment vehicles that you can easily search, research, and trade on your clients' behalf. Build portfolios with innovative vehicles such as our Unified Managed Account or
time-segmented distribution programs
to manage wealth efficiently
Create and manage portfolios that best express your own vision of asset management, or combine portfolios recommended by our wide-ranging network of strategists. Envestnet gives you access to more than 12,000 investment vehicles, including liquid alternatives.
More than 60 leading strategists have made their portfolios available through Envestnet. Now you can have access to all of them.
PMC creates asset-allocated fund strategies based on its objective, ongoing manager research and due diligence. In addition, PMC uses objective, quantitative research, plus fundamental research and analysis, to compile our list of approved investment strategies, relied on by many advisors and institutions.
We know that creating a retirement income strategy is a challenge. We have developed the tools to help you devise and explain strategies that help reduce risk and maximize income. With Envestnet's PlanHorizon program, you can employ a fully integrated time-segmented distribution strategy designed to generate consistent income throughout retirement.
This innovative investment vehicle empowers you to mix strategies, investment types, and portfolios in a single account. That means more tax efficiency, less paperwork, and lower costs overall.