Integrated
Practice Management

Portfolio management and trading for client accounts, with automatic monitoring, efficient rebalancing tools, and archivable action plans and communications to show compliance with the highest practice standards.
Training Events
Want to learn more about how you can effectively ultilize the many tools on the Envestnet platform? Join us for one of our training sessions to view a demonstration on how to modify your client's portfolio, service your client accounts and more.

Reduce the Complexity of Managing Your Practice

Envestnet's integrated platform makes practice management easier with automatic account monitoring, drift alerts, efficient rebalancing tools, and archivable action plans and communications. Our service request engine also enables you to report back to clients on the progress of every investment decision. Your productivity will go up. And your clients will see the benefits. The resources of a large institution
are at your fingertips—while you
keep the scale you like.

 

Advanced Practice Management Solutions
Billing & Administration

Account administration includes account setup, account funding, and back-office administration, as well as program billing that includes calculation, remittance, and processing of account fees.

Integration with CRM

Envestnet has integrated with some of the industry's most popular CRM providers to streamline your communications with clients.  You can download the Envestnet app in your CRM software and have your client information synched with the Envestnet platform.

Compliance and Fiduciary Notes

Envestnet’s Fiduciary Oversight Notes (FONs), available within the platform, help explain the compliance implications of decisions you make. You can use them to record the reasoning behind actions you take on behalf of clients.

Overlay Services

Enhance your expert capabilities, without hiring extra staff. We offer tax overlay and management services; customizable socially responsible investment screens; and other partner solutions that integrate appropriate outside experts.

Envestnet | Tamarac™

Tamarac offers an integrated web-based platform, Advisor Xi, developed with the needs of Registered Investment Advisers in mind.  Advisor Xi deeply integrates best-in-class performance reporting, billing, rebalancing, and trading software with an online client portal and an enterprise-level CRM.

Portfolio Accounting and Management

Portfolios are updated and reconciled daily, so you stay on top of accounts. Our drift alerts have "yellow" and "red" settings to help you monitor portfolios; then, our rebalancing engine will help you bring allocations back into line.