Practice Management

Portfolio management and trading for client accounts, with automatic monitoring, efficient rebalancing tools, and archivable action plans and communications to show compliance with the highest practice standards.
Next Steps
Discover the extensive reporting capabilities available through our platform that include a variety of performance reports, goals-based reports, book-of-business reports, and the many ways to customize them.

Reduce the Complexity of Managing Your Practice

Envestnet's integrated platform makes practice management easier with automatic account monitoring, drift alerts, efficient rebalancing tools, and archivable action plans and communications. Our service request engine also enables you to report back to clients on the progress of every investment decision. Your productivity will go up. And your clients will see the benefits. The resources of a large institution are at your fingertips—while you keep the scale you like.


Billing & Administration

Account administration includes account setup, account funding, and back-office administration, as well as program billing that includes calculation, remittance, and processing of account fees.

Integration with CRM

Envestnet has integrated with some of the industry's most popular CRM providers to streamline your communications with clients.  You can download the Envestnet app in your CRM software and have your client information synched with the Envestnet platform.

Compliance Fiduciary Solutions

Stay ahead of the curve and capitalize on the fiduciary opportunity to provide a higher standard of care that clients are increasingly expecting. Leverage Envestnet's Fiduciary Desktop, a new set of compliance tools that are integrated into the proposal process to help you meet the new DOL Fiduciary Rule requirements in a seamless, streamlined workflow.

Overlay Services

Enhance your expert capabilities, without hiring extra staff. We offer tax overlay and management services; customizable socially responsible investment screens; and other partner solutions that integrate appropriate outside experts.

Portfolio Accounting and Management

Portfolios are updated and reconciled daily, so you stay on top of accounts. Our drift alerts have "yellow" and "red" settings to help you monitor portfolios; then, our rebalancing engine will help you bring allocations back into line.