Empower Your RIA Practice

Preparing for the DOL Fiduciary Rule
The new DOL ruling affects all in the financial services industry — from broker-dealers to RIAs to asset managers. Learn how to navigate the changing regulatory landscape and take steps to adapt and prepare for the fiduciary rule.

If you are a registered investment advisor (RIA), or thinking about becoming one, Envestnet can help you achieve advisory excellence while managing your growing business. The Envestnet Advisor Portal provides comprehensive, yet flexible, support across every area of your practice. Spanning the core capabilities of advise, invest, manage, and report, our open-architecture technology allows you to integrate all your business functions, or start with a single capability and build advisory and management support as you see fit.

Envestnet | Tamarac™’s Advisor Xi® integrates portfolio and customer management applications into a web-based platform, so rather than managing back-office operations, you can focus on growing your business and delivering the highest levels of advice and service. For your most challenging cases, our Envestnet | PMC® investment advisors are available to provide consulting support and assist you in building superior, customized portfolio solutions.

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