Envestnet's multi-portal platform is a unified network focused on enhancing the wealth management process. We harmonize data across the breadth of our network to deliver thoughtful, actionable intelligence that can foster growth and deliver better client outcomes. Our portals are complete solutions that can be accessed on the go and span the key elements of the advisory process.
Our advisor portal delivers applications that integrate with high efficiency all the advisor’s client-focused efforts, reducing the time spent on administrative, “back-office” tasks.
Advisor Now, our digital advice storefront enables advisors to harness the core capabilities of our advisor portal to deliver high value, low cost solutions under their own brand to clients any time.
Our enterprise portal allows "home offices" to customize their platform with the tools that serve the needs of their advisors and leverage technology that institutes specific guardrails to monitor their business and aid with fiduciary standards.
Our manager portal is a complete solution that enables third-party strategists and separate account managers to implement client portfolios for advisors. Managers can also leverage enhanced analytics and reporting to deliver better decisions on distribution strategies and gan deeper insight about their book of business.