Giving you the freedom to focus on building your business
Envestnet delivers an end-to-end platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels - even the most affluent investors. Our web-based platform provides access to multiple investment programs, proposal generation tools and account management resources to help develop and grow your fee-based business. By partnering with Envestnet, you can:
- Streamline your practice with a single investment platform
- Build scale
- Create a steady stream of recurring revenue
- Compete with top producers at larger firms
- Simplify back-office operations and portfolio administration
- Ensure objectivity with your clients through a fee-based model
- Present a professional, consistent image to clients
Key Benefits for Financial Institutions
Key Benefits for Independent Advisors
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