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.
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.
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.
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.
Envestnet’s ManagerOne™ Platform—an outsourced wealth management portal for investment managers—empowers asset management firms to deliver integrated wealth management services to advisors. Through this scalable and configurable platform, investment managers are able to build, manage, trade, report, service and sell their own proprietary portfolios while capturing real-time insight into new business opportunities.