Empower Your People and Your Business

“An integrated system is flexible and efficient, reducing the complexity of managing a practice.”

Kristen LeClair, AIF
SVP, Advisory & Investment Services
NFP Advisory Services Group

2013 Envestnet Advisor Summit

Network with your peers during this high impact three-day event that will offer your firm insights on the latest trends in the industry and best practices to create scale.

Learn More

Gain more control while empowering your advisors to deliver a whole new level of service to your clients. The Envestnet Advisor Suite's open and flexible architecture brings together all the information sources and products you want with integrated management and reporting, so you can deliver superior insight and service.

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.

Our firm has a sophisticated and diverse advisor base and we want to help advisors reduce the complexity of managing a practice and at the same time, maximize productivity at the home office.

Make practice management easier with the leading integrated platform for automatic account monitoring, drift alerts, efficient rebalancing tools and archivable action plans and communications. Practices of all sizes will benefit from Envestnet’s management tools that streamline back-office administrative tasks like billing and pipeline reports.

We are responsible for providing compliance oversight to our advisors.

Leverage the Envestnet platform to provide compliance assistance to monitor business and aid with fiduciary standards. Envestnet’s Fiduciary Oversight Notes (FONs) help explain the compliance implications of decisions advisors make along the wealth management process. Advisors can use them to record the reasoning behind actions they 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.

At the home office, we want to be able to pull clear, easy-to-read reports on advisor activity.

Generate custom reports to monitor advisor activity including proposal generation and sales and redemptions. Sort by specific filters including branch, time periods and organization or create a custom grouping. Envestnet's dashboard allows you to access timely fee billing and monitor service requests by advisor, client and request type.

At the home office, we want to be able to white label the platform and control what our advisor base can access.

Customize the Envestnet platform to your firm's specific needs including branding, investment product availability, platform visualization and navigation, report templates and platform tools. Plan new feature and product rollouts according to your firm's timeline and Envestnet will provide training support at all levels to ensure a smooth adoption.

Case Studies

Streamlined Back-Office

"An integrated system is flexible and efficient, reducing the complexity of managing a practice. At the home office, it helps out team help advisors succeed."

Read more about Streamlined Back-Office

Sample Deliverables

Oversight and Customization

The platform has a number of guardrails in place that can help your advisors stay in line as they manage client assets. You can customize what your advisors view as well as the tools and products that they access and also deliver added transparency to end-clients on the decisions that are made on their behalf.

Compliance Alert

The Investment Policy Compliance Report alerts you of risk variances that occur in all model portfolios when they fall outside of their drift range.

Customize Firm and Advisor Views

At different levels, you can customize entitlements to all or a select few advisors that control branding, platform capabilities and product availability.

Fiduciary Oversight

As an added layer of compliance oversight, your advisors can receive fiduciary guidance along the investment process as well as record notes to share with clients in an oversight report.

Empower Your People and Your Business

Tabbed Content

Streamlined Back-Office

Share Page

Advisor Suite Quick Links