Empowering Non-Profit Institutions with Integrated Technology and Institutional-Quality Investment Solutions

Fiduciary, Operations, and Governance Assessment
Examine your organization’s current processes and access detailed insights into the structure, costs, needs, and gaps related to fiduciary, operations, and governance oversight.

Many foundations and endowments turn to consultants to choose investments, but get little information from them without the ability to access real-time performance data. Envestnet levels the playing field for nonprofits, bringing state-of-the-art technology and tools to help you compete and serve your donors. We provide fiduciaries with investment, administative, and operational tools to help them do their work efficiently, with transparency, and often with less cost.

With the Envestnet platform, you can bring your systems and information up to speed so you can make better decisions and appeal to donors (and their advisors) as responsible stewards of wealth. We provide you with asset allocation tools and access to institutional-quality investment management solutions, along with aggregated daily reporting. And, we give you the ability to demonstrate to clients that their investments conform to their social standards or to the goals of their charitable mission.

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