Manage Both Sides of Your Practice

Envestnet gives you the flexibility to tie together both sides of your business through unified analyses and reporting, so you and your clients can see all their holdings together—whether you’re managing them for a fee or a commission.

Report on All Your Client Accounts

Learn how you can report on all your clients' assets - those you manage and those held-away. With the Envestnet platform, you can access a variety of performance reports and customize them according to client needs.

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Running your own RIA carries some added responsibilities and complexity to your practice. Envestnet's open, integrated Advisor Suite™ becomes even more valuable for advisors who have dual registration to serve the needs of their more sophisticated clients.

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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 have the freedom to tailor the infrastructure of my fee-based advisory business around my specific needs.

Leverage a powerful partner to assist you along every step of the wealth management process. From portfolio analytics and proposal generation to access to more than 7,000 investment products, from rebalancing, billing and administrative tools to aggregated reporting capabilities, the Envestnet Advisor Suite give you the tools to conquer complexity and effectively manage your practice.

I would like to report on client accounts that are both fee-based and commission-based.

My affiliated broker-dealer has limited compliance oversight over my fee-based advisory business.

Gain peace of mind. Envestnet’s Advisor Suite has built-in guardrails to help you stay within your fiduciary responsibilities. Our Fiduciary Oversight Notes (FONs) help explain the compliance implications of decisions you make. Use them to record the reasoning behind actions you take on behalf of clients and our Fiduciary Oversight Questionnaire can be completed and delivered to clients in a report - providing an added layer of transparency.

Case Studies

The Importance of Transparency

“Transparency is everything now. People like to see, touch, feel… and with Envestnet, they can. Everything’s there, including their outside assets.”

Read more about The Importance of Transparency

Sample Deliverables

A Holistic View of Clients' Wealth

Gain a clear view on all activity and accounts. On a daily basis, Envestnet | Vantage gathers and reconciles data on all your clients’ assets, whether managed on the platform or held away. You can preserve income streams from your existing brokerage accounts through the Envestnet platform and also manage the wealth of new fee-based clients. Also, Envestnet’s Advisor Suite has built-in guardrails to help assist you in carrying out your fiduciary responsibilities.

Advanced Proposal Generation

Build comprehensive investment proposals that incorporate assets you manage as well as those managed elsewhere.

Asset Analysis

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

Fiduciary Oversight

Record fiduciary oversight notes along the investment process to offer your clients a level of transparency that highlights your decision-making.

Professional Performance Reports

Access professional perfomance reports that include an aggregate overview, detailed holdings analysis, income schedule and much more.

Manage Both Sides of Your Practice

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The Importance of Transparency

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Manage Both Sides of Your Practice

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The Importance of Transparency

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Advisor Suite Quick Links

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