Keep Clients Continually in Your Loop
As important as the work you do is your ability to communicate its value clearly to clients. With Envestnet, you can customize your reports and upload them to our secure client portal or share them in person with our new iPad app. Our performance reports are updated and reconciled daily, so you always have the facts at your fingertips—even for held-away assets. And, our timely alerts will give you the opportunity to call your clients before they call you. That level of service helps win confidence.
Clients will appreciate the clarity and professional quality of our detailed reports. Tailor documents to your clients’ needs—make them as simple or detailed as you like. Use standard time periods, or create custom time frames that are meaningful to the client. Information from multiple custodians can be combined, analyzed, and presented as a single portfolio, and branded with your logo.
Our premium reporting is available with the Advisor Portal or on its own. Vantage gives you a clear perspective on your clients' entire financial landscape. Vantage grabs data from more than 5000 custodians, major data providers, and data aggregator ByAllAccounts to incorporate all of a client’s assets—including assets you may not manage, such as a 401(k)—into a single, overarching report.
Transform data into actionable insights. Apply advanced analytics tools to a comprehensive set of data to uncover practice and portfolio trends and business advantages. Firms can address key drivers to their business, identify current risks, and find their best growth opportunities.
Additional stand-alone services available through Envestnet include data management, reconciliation, and reporting for Schwab PortfolioCenter® clients through B-Ready Outsourcing. We also offer data warehousing and replication to select clients. Through a data warehouse we can offer you true custom business intelligence. We will help you mine your own data to gain insights and uncover opportunities.