Get the Most from Your Platform

As an advisor affiliated with a broker-dealer, you need access to multiple research sources, analytics, investment products, as well as management and reporting capabilities. Envestnet offers all the support you need, and more.

Training Events

Want to learn more about how you can effectively ultilize the many tools on your platform? Join us for training sessions specific to your firm that demonstrate new platform enhancements as well as best practices on managing your accounts.

Email Us

40 of the 50 leading broker-dealers use Envestnet^*, so if you're a financial advisor affiliated with a broker-dealer, you may already have access to all or part of the Envestnet Advisor Suite™ branded under your firm's name. Our Advisor Suite elevates the capabilities and performance of both the home office and individual advisors.

*Source: InvestmentNews

Tabbed Content

Diagnose Your Practice

To get a strong sense of where you are today - and where you can be with Envestnet - take the following brief diagnostic. Click on any of the following statements that may apply to your current situation.

I would like to access more than just the packaged products currently available to me.

Create and manage portfolios that best express your own vision of asset management, or combine portfolios recommended by our wide-ranging network of strategists. Our Advisor Suite puts you in the driver’s seat while empowering you with the wealth advisory tools to better manage client outcomes.

Wholesalers often call to sell me new products, but what I’m looking for is thoughtful input on investment strategies that might help me attract and sustain new business.

Gain from our expertise. Envestnet | PMC creates asset-allocated fund strategies based on its objective, ongoing manager research and due diligence. With access to hundreds of asset managers and thousands of products, PMC takes a consultative approach to help you work through complex proposals.

My clients expect me to deliver clear and comprehensive performance reports.

Tailor the information you provide your clients. Our customizable performance reports allow you to make them as simple or detailed as you like. Use standard time periods or create custom timeframes that are meaningful to your clients. Information from multiple custodians can be combined, analyzed and presented as a single portfolio and branded with your logo. Additionally, our premier reporting through Envestnet | Vantage grabs data from a broad range of custodians, major data providers and the provider of intelligent data aggregation for financial services companies, ByAllAccounts, to give you a clear perspective on each client’s entire financial landscape.

Case Studies

Daily Data Reconciliation

“Every morning, I review all of our portfolios—over 800 of them—and in 15 minutes, I’m done. I love how Envestnet continuously makes improvements to the platform to ensure that I have deep and expansive client information at my fingertips.”

Read more about Daily Data Reconciliation

Investment Diversification

“Envestnet offers every style of investing we need on a single platform. It fits the way we operate, and the way our clients want to be served.”

Read more about Investment Diversification

Sample Deliverables

Delivering Investment Insight

Leverage our analytic tools to build investment proposals that are customized to your client's unique needs. You can deliver market insights with your quarterly communications to clients and also offer insights into portfolio holdings with our comprehensive performance reports.

Asset Analysis

Generate an asset analysis and build effective investment proposals that compare the current allocation to a target allocation.

Market Analysis

Provide insights on the market environment with your quarterly performance report to clients.

Attribution Analysis

The Attribution Analysis report offers insight into the best and worst performers within an account and measures sector attributes against the benchmark.

Get the Most from Your Platform

*Source: InvestmentNews

Tabbed Content

Daily Data Reconciliation

Investment Diversification

Advisor Suite Quick Links

Downloads

Get the Most from Your Platform

*Source: InvestmentNews

Tabbed Content

Daily Data Reconciliation

Investment Diversification

Share Page

Advisor Suite Quick Links

Downloads