Expand Your Services to Foundations and Endowments

The Envestnet Advisor Portal
The Envestnet Advisor Portal gives you the tools to conquer complexity and drive your success through integrated portfolio, practice management, and reporting solutions.

Advisors are serving more than 450 Foundation and Endowments on the Envestnet Platform today.

With Envestnet's next generation platform, you can deliver your investment expertise and support to nonprofit organizations. Leverage your existing relationships with local hospitals, universities, nonprofit boards, and others to introduce wealth management services that include fiduciary oversight and guidance. Deliver a well refined fiduciary, operations, and governance (FOG) assessment that examines the current structure of a foundation’s fiduciary processes and leverages an open architecture, multi-custodial platform that allows you to create, administer, and report on holistic investment policies.

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