Build Stronger Client Relationships
 

Introducing an enhanced advisor console aimed at making your daily practice of managing wealth more efficient and powerful—ENV 2, Envestnet’s next generation platform.

View a sneak peek of the platform:

Take a look at our cutting-edge
UMA capabilities:

With ENV 2, you can access:

  • An updated design with simplified, intuitive navigation
  • Helpful icons that bring specific functionality up front
  • Enhanced graphics of portfolio analytics and reports that help you deliver attractive, professional presentations
  • Guides to help you through complex procedures
  • A complete wealth management platform from your desktop or mobile tablet device
  • And more
 

Join our mailing list for more information about the benefits of ENV 2. Or, ask your regional consultant about becoming an early adopter of this advanced platform.

Traning Date

for an upcoming training session.

 
APPROVED FOR INVESTMENT PROFESSIONALS ONLY. IT IS NOT INTENDED FOR PRIVATE INVESTORS.

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