Now, more than ever, your clients seek strategic advice and solutions for their overall financial goals. Envestnet|Vantage’s reporting capabilities help you develop a comprehensive picture of each client’s wealth position so that you can evaluate their situation and craft a long-term plan.
Customized performance reporting
The flexibility of our reporting functionality allows you to create customized reports for clients and your complete practice. Envestnet|Vantage’s reporting solutions can be customized to speak to the individual needs of clients and their unique goals. You can view client accounts as a whole or sorted by holdings, asset class, performance by individual security and as overall realized gains/losses. For your practice, you can generate reports for all clients or for single accounts and by fund holdings, annuities, asset classes and fund families, and more.
Client access to account information
Envestnet|Vantage’s reporting functionality allows you to provide clients access to their account information online. You can determine the level of detail they will see. Clients can also designate other representatives for access such as accountants, tax advisors, or estate planners.
Fully integrated functionality
You can harness the power of fully integrated technology on a single platform to perform your wealth management, planning, reporting, and billing activities. This integration allows you to reduce your time on administrative activities, increase your time with clients, and improve your overall practice efficiency.
In today’s market, it is critically important to have comprehensive and accurate data. 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. Envestnet|Vantage’s data management capabilities are rooted in more than a decade of experience in delivering trade ready data for wealth management accounts. Envestnet|Vantage leverages this heritage to deliver the same levels of accurate and timely data for aggregated accounts. We deliver data you can trust.
Access to B-Ready Outsourcing Solutions
Envestnet|Vantage offers access to B-Ready Outsourcing Solutions, an established Schwab Performance Technologies® PortfolioCenter® outsourcing provider.