Our reporting functions allow financial institutions and advisory firms to view client information on multiple levels for all advisors across the firm.

Envestnet accesses data from several direct custodial interfaces, plus feeds from DST, DTCC, and DAZL for directly placed mutual funds and insurance products, and the list continues to grow.

Envestnet delivers fully reconciled and scrubbed account data. We deliver data you can trust.

Create customized reports to meet each client’s needs. Access information by asset class, investment style, or individual transactions.

Provide your clients (and their designated representatives) with direct access to account information.

Our fully integrated reporting capabilities allow you to use a single platform for wealth management, planning, reporting, and billing.

The categories of reports include:

• Performance Reports
  • Account Level Reports
  • Client Level Reports
• Book of Business Reports

Click to see the full listing of reports