Literature Category: About Envestnet

Sort byAlphabetical
Envestnet Platform Brochure
Platform Overviews, Platform Solutions
Format: pdf
Publication Date: 08/17

The Envestnet Platform delivers powerful openarchitecture solutions for advanced research and analytics, portfolio and practice management, and reporting capabilities. And our portals—Advisor, Client, Enterprise, and Manager—are an integrated network that enhances and expands services, deepens client relationships, and broadens reach into existing and new markets.

Portfolio Management Consultants Overview
Platform Overviews
Format: pdf
Publication Date: 09/17

In a constantly changing marketplace your needs continue to evolve. Let Envestnet | PMC help you meet those needs with comprehensive and unbiased manager research, disciplined portfolio management and experienced consulting.

Who is Envestnet? Transforming Wealth Management
End-Client Materials
Format: pdf
Publication Date: 08/12

You rely on your advisor in many ways—to offer guidance on financial issues, to deliver investment intelligence and portfolio strategies, and to have a clear perspective on how best to achieve your life goals. You trust your advisor for more than just financial advice; also to know you, your family and your aspirations for the future. At Envestnet, it’s our mission to help your advisor with the crucial tasks of building and preserving your assets, while establishing and maintaining a strong relationship with you, so you can be assured that your needs are being met as they evolve over time.