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.
Investors have unique needs, especially with regard to tax considerations. With PMC’s Quantitative Portfolios, advisors can deliver a flexible, cost-effective solution that is geared towards helping make tax-smart investing easier.
The data is clear: A growing volume of client assets are being invested in companies and organizations that help support a client’s values. As an advisor, you have an opportunity to align your clients’ investment goals with their personal convictions. The Sustainability Platform delivers a comprehensive suite of sustainable investing strategies to help meet the diverse needs of your clients.
In ever more complex and volatile markets, Envestnet provides you with the capabilities and support you need to deliver excellence in wealth management. Envestnet is a powerful partner for wealth advisory, advanced portfolio solutions, practice management and portfolio-monitoring and reporting services. And the Envestnet Advisor Suite platform gives you the tools to conquer complexity and drive your success.
In today’s advisory marketplace, successful client relationships are based on personalized planning and insightful advice. Advisors must be able to see and evaluate a complete picture of client assets, including those assets held in accounts the advisor does not manage. Now, you can get a clearer view of client data. Discover the power of expanded flexibility and choice for reporting, aggregation and wealth management.
PlanHorizon is a fully integrated time-segmented distribution strategy designed to bridge the gap from wealth accumulation to retirement income distribution. The strategy is comprised of multiple investment accounts, which work in concert across multiple time periods. Together, the accounts give advisors and clients the ability to work through current and future needs.
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.
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.
Leverage some of the best the financial world has to offer on behalf of your clients in a flexible, efficient, scalable way through Envestnet’s Fund Strategist Network. Mix and match strategists as you think best to meet your clients’ long-term needs.
Life has significant moments. Making sure you’re prepared for them is important. But what can you do when the pace of your life leaves you little time to focus on investing for the future? With the complexities of your investment objectives and today’s market uncertainty, what you need is an experienced financial advisor, to guide you through important investment decisions that can help you achieve your long-term financial goals.
When meeting with a client to work through the Wealth Advisory Process, you are selling intangibles—trust, confidence, knowledge and experience. These are the qualities that help your client bond with you, stay with you during times of market uncertainty and build your business. This paper will offer you insights on how to position your services around intangibles that can address client needs.