Empowering Your RIA Practice

“I can gather information on clients’ holdings in seconds, including the assets I don't manage personally, and give my clients real-time ‘what-ifs’.”

Linda Postorivo
Chief Investment Officer
Beringer Group

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If you're a Registered Investment Advisor, or thinking about becoming one, Envestnet can help you deliver advisory excellence while managing your growing business. The Envestnet Advisor Suite provides support across every area of your business, or you can start with a single capability, building advisory and management support as you see fit. In addition, Envestnet | Tamarac’s Advisor Xi integrates portfolio and customer management applications into a web-based platform, so you can focus on growing your business, not managing back-office operations.

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Diagnose Your Practice

As an independent advisor, you face increasingly complex demands of advising and serving your clients, while at the same time growing and managing your business.

To get a strong sense of where you are today - and where you can be with Envestnet - take the following brief diagnostic. Click on any of the following statements that may apply to your current situation.

My staff and I spend a lot of time managing different systems in order to take my clients through the wealth management process.

Employ a better way to manage wealth with the Envestnet Advisor Suite. From risk assessment, portfolio analytics and proposal generation to access to more than 7,000 investment products, from rebalancing, billing and administrative tools to aggregated reporting capabilities, our integrated technology gives you the tools to conquer complexity and effectively manage your practice.

My clients have unique needs that often require a customized solution in order to successfully achieve their investment goals.

Leverage Envestnet’s portfolio consultants (Envestnet | PMC) to work through complex proposals and devise comprehensive solutions. PMC creates asset-allocated fund strategies based on its objective, ongoing manager research and due diligence. You also have access to hundreds of asset managers and more than 60 leading strategists, including many who are pioneers in the industry.

My clients have additional wealth that I do not manage.

Deliver truly holistic advice to your clients based on a clear and comprehensive view of their wealth. On a daily basis, Envestnet | Vantage gathers and reconciles data on all your clients’ assets - whether managed by you or managed elsewhere.

It sometimes takes weeks to analyze investment strategies before I can confidently deliver appropriate recommendations to my clients.

Create "what-if" scenarios to help you better manage client outcomes and strengthen your practice, using our advanced portfolio analytics combined with our aggregated reporting capabilities.

The investment presentations that I deliver to prospects are pieced together manually.

Create powerful investment proposals that give prospects a complete analysis of their wealth. Proposal documents are generated and downloadable online and can include colorful graphics and be labeled with your branding.

Case Studies

Working with Envestnet | PMC

“I can choose from dozens of strategists, hundreds of managers and thousands of products – including all kinds of alternatives.”

Read more about Working with Envestnet | PMC

Cost Management

“A big thing for us is cost management. It’s part of our job as fiduciaries. We’re constantly looking for best pricing and services to offer our clients. We can leverage Envestnet’s access to multiple custodians and give our clients breadth of investment strategies and programs from one platform.”

Read more about Cost Management

Creating Real-time "What-Ifs"

"I can gather information on clients' holdings in seconds, including the assets I don't manage personally, and give my clients real-time 'what-ifs'."

Read more about Creating Real-time "What-Ifs"

Sample Deliverables

Designed with You in Mind

As important as the work you do is your ability to communicate it to clients and prospects. With Envestnet, you can build personalized, holistic investment proposals and reports that incorporate all of a client's assets, including those in accounts that may be managed elsewhere, in a beautifully designed document branded with your logo. To build your recommendations, you can draw on a foundation of proven tools and research, including our frequently updated capital markets assumptions and asset allocation guidance. Our performance reports are completely customizable, and can include growth targets, tax estimates and custom time periods as well as more standard performance measures.

Advanced Proposal Generation

Build comprehensive investment proposals that incorporate assets you manage as well as those held away.

Market Analysis

Provide insights on the market environment with your quarterly performance report to clients.

Asset Allocation

Asset allocation pie charts are designed with two levels in order to display asset classes as well as specific holdings.

Performance Reports

Access professional performance reports that include an aggregate overview, detailed holdings analysis, income schedule and much more.

Empowering Your RIA Practice

Tabbed Content

Working with Envestnet | PMC

Cost Management

Creating Real-time "What-Ifs"

Advisor Suite Quick Links

Downloads

Empowering Your RIA Practice

Tabbed Content

Working with Envestnet | PMC

Cost Management

Creating Real-time "What-Ifs"

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Advisor Suite Quick Links

Downloads

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