Literature Type: Platform Solutions

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Digital Advice Program Brochure
Platform Solutions, Misc Downloads
Format: pdf
Publication Date: 06/16

With the digital advice program, we help advisors and institutions enhance a client’s investing journey, personalizing the approach to advice according to the needs of the client. Our innovative digital storefront is built from a reputable wealth advisory platform that adheres to the highest fiduciary standard of care and complements the way advisors and institutions choose to engage with their clients.

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 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.

Envestnet | Yodlee Financial Wellness Solutions
Literature, Platform Solutions
Format: pdf
Publication Date: 09/16

Now you can revolutionize your digital banking, personal finance, and money management offerings with Envestnet® | Yodlee® Financial Wellness Solutions. Combining innovative technology, analytical data, and responsive design, Yodlee Financial Wellness Solutions can be deployed seamlessly across multiple digital channels to increase user engagement and strengthen client loyalty.