Maximize Operational Efficiencies
Envestnet brings a new level of support to the financial community through its back-office outsourcing solution. Asset managers can maximize operational efficiencies by outsourcing back-office functions associated with the complexities of delivering a managed account solution.
Our Open Architecture Technology Platform Provides:
- Trading Access, Support and Settlement
- Daily Account Reconciliation to the Custodian
- Billing Services and Reporting Tools
Outsourcing Benefits:
- Boost efficiency by outsourcing back-office functions
- Moderate risk while automating and improving reporting and servicing capabilities
- Reconciliation application provides a flexible and scalable resource to meet evolving requirements
- Overlay management capabilities improve model management and tax efficiency
- Focus on core competencies of asset management and distribution
For more information about Envestnet's Back-Office Outsourcing solution, contact Joshua Mayer, Vice President of Portfolio Administration, in our Denver office at 1.800.842.1177.
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