Literature Category: Advisor Portal Tools

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Envestnet Advisor Portal
Platform Solutions
Format: pdf
Publication Date: 08/17

Leverage an enhanced advisor portal with applications that integrate all your client-focused efforts to manage wealth more effectively.

Envestnet's Advisor as Portfolio Manager Program
Platform Solutions
Format: pdf
Publication Date: 04/17

Create, maintain and implement custom portfolio models and streamline your business. With the Envestnet APM advisor-directed program, you can combine the advantages of outsourcing investment management with the control of managing your own portfolios.

Envestnet's Unified Managed Account
Platform Solutions
Format: pdf
Publication Date: 03/17

A UMA offers a diversified, tax-aware, multi-asset portfolio in a single account whose contents are designed to meet your clients’ specific investment needs. What makes the Envestnet UMA special is access to institutional quality managers at greatly reduced minimums, with streamlined paperwork and reasonable costs.

HiddenLevers Integration
Platform Solutions
Format: pdf
Publication Date: 10/13

Envestnet has integrated with HiddenLevers to deliver its portfolio stress testing tools directly from the Envestnet Advisor Suite. Use HiddenLevers’ economic scenarios and macro correlations modeling to give clients a sense of how vulnerable their investments may be to various economic changes, and what they might do to help protect their portfolio.

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