“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’.”
Chief Investment Officer
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.