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Why Envestnet
For Financial Institutions
  For Independent Advisors
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COMPANY STATISTICS

  • Founded in 1999
  • $45 billion in assets under management and administration*
  • More than 440,000 investor accounts *
  • 300+ employees
  • Headquartered in Chicago, IL

        *As of 12/31/07

For Independent Advisors

Increase Productivity

  • Platform fully automates your fee-based business, allowing you to move away from administrative duties to building your advisory business
  • Web-enabled services facilitate the pre-sales consulting process
  • Due diligence on investment managers
  • Automated client profiling and account opening
  • Asset allocation and portfolio optimization tools
  • Access to over 90 industry-leading separate account managers at reduced minimums
  • Tailored portfolios consisting of separate account managers, mutual funds, or multi-manager accounts
  • Ongoing and thorough due diligence on investment managers
  • Customized client proposals

Gain a Competitive Edge

  • State-of-the-art technology and financial planning tools help you compete for assets of large, sophisticated clients
  • Institutional-level products and services give you a competitive edge
  • Educational and sales resources help you grow professionally
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Take a closer look at how our wealth management experts can help you grow your business. Register Now!