Access to Book of Business Reports

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

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Data Aggregation

Envestnet|Vantage 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.

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Data Management

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

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Access to Book of Business Reports

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

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Data Aggregation

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

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Replicated Data Services

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

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Access to Book of Business Reports

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

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Envestnet | Vantage News

In addition to our tools, Envestnet|Vantage now offers access to B-Ready Outsourcing Solutions, an established Schwab Performance Technologies® PortfolioCenter® outsourcing provider.

B-Ready

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Downloads

- Envestnet I Vantage Brochure download