Literature Type: Platform Solutions

Sort byAlphabetical
Digital Advice Program Brochure
Platform Solutions, Misc Downloads
Format: pdf
Publication Date: 04/18

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: 04/18

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

Envestnet Client Portal
Literature, Platform Solutions
Format: pdf
Publication Date: 04/18

Clients today are actively engaged. They want to know more about their investing options and better understand their personal finances. They want control, transparency, and access. The Envestnet Client Portal offers a complementary set of configurable digital tools and services designed to make it easy for you to meet the unique needs of each client and connect with them during different stages of their financial life.

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.

Pages