The Envestnet platform offers Web-based solutions that integrate seamlessly with your proprietary systems to provide end-to-end solutions. With the efficiencies created by integration, client relationships are enhanced by a greater share of your time and a sharper focus on their needs.
As a customizable, state-of-the-art technology platform, Envestnet can stand alone or be easily integrated with your existing products, account databases, and vendor relationships. A fully integrated data environment increases accuracy and enhances the accessibility and value of customer data.
Envestnet boosts your efficiency by streamlining key tasks that are essential to the success of your clients. The fully integrated Envestnet platform serves as a productivity hub that unifies a range of vital functions.
Envestnet is your gateway to advisory resources and investment solutions that enable you to optimize the guidance you provide to your clients. With integration, a single portal opens the door to a full spectrum of portfolio solutions.
Through Envestnet’s Web-based multi-custodial reporting solution, advisors can deliver a level of precision to their clients with full transparency of account details down to the individual transaction level. All accounts are fully reconciled daily and available for trading before market hours.
We'll tally your responses and share the results—so you can see how integrated technology is shaping best practices.
Research indicates that advisors who are supported by a fully integrated technology environment spend 52% of their time with clients—or about 50% more time than the typical advisor.*
What area of your practice would benefit most from this enhanced efficiency?
Tell us now:
* Source: Aite Group, July 2008
