In today’s markets, meeting clients’ needs requires strategies that spread assets across a variety of investment classes, financial securities, and custodians. To ensure you continue spending more of your time managing your clients’ assets than their data flow, Envestnet|Vantage’s reporting capabilities give you the flexibility to integrate multi-custodian performance reporting at a variety of levels.
Data you can trust
Unlike other reporting solutions, Envestnet|Vantage provides advisors with access to fully reconciled data daily—not just by market value, but also by transaction. Envestnet|Vantage holds a unique position in the industry. As a firm with fiduciary responsibilities for many accounts, we have a vested interest in maintaining accurate data. Data is collected through a direct feed across all sources at the transaction level. It’s then sorted, scrubbed, and normalized to avoid integrity issues. The data is then reconciled to fix breaks at the source before it is loaded into the system and published to each advisor’s site by the following business day.
Ownership and portability
Account data and transaction history are both owned and accessible by the advisor and may be utilized with an expansive list of third-party applications.
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.