Key Benefits
Envestnet brings state-of-the-art software technology to financial institutions and advisory firms that are developing or expanding their managed account business. Firms with $500 million to $15 billion or more in assets use our services to develop a private-labeled platform to manage their separate account and mutual fund wrap businesses, increase their advisors' productivity and outsource their back-office operations.
With Envestnet as your partner, you can:
Grow Fee-Based Assets
Customize and Integrate Platform
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