Your Expertise Enhanced with Investment Administration and Access to Open Architecture

PrimaGuide
Gain access to in-depth research and due diligence on managed accounts, mutual funds, and ETFs through out comprehensive research application.

Envestnet gives you unparalleled access to investment options and the full range of tools you need to modernize your trading, reporting, and investment administration. Deliver your current portfolios or augment them with investment choices from thousands of leading separately managed accounts, ETFs, and liquid alternatives. Generate customized portfolio reports and investment proposals and streamline your operations with an open architecture platform that empowers you to upgrade your clients' experience. And, leverage PrimaGuide, our online portal to objective due diligence, asset allocation advice, and non-traditional investment strategies.

Lastly, you can gain access to thousands of financial advisors on the platform by making your investment strategies available to them.

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