As a financial advisor, you are responsible for overseeing all aspects of the wealth management process. You need a powerful, flexible, and highly integrated platform that is both scalable and intuitive. You need a platform that provides superior research, powerful analytics, broad product access, and integrated reporting. Envestnet offers you all of this, plus the mobility to conduct business, in real time, wherever you might be.
As a financial advisor affiliated with a broker-dealer, you seek more than packaged products and desire access to wealth advisory tools that best express your vision of asset management.
Working as a dually registered advisor means being able to streamline the administration, service, and support for both your fee-based and commission-based accounts under one holistic view.
You manage wealth for high-net-worth individuals and institutional investors and seek an open-architect platform to help you streamline your practice and scale your business.
You seek a combination of integrated technology, consulting, and professional development to help grow and streamline the management of your retail, high-net-worth, and institutional clientele.
As a financial advisor, you want to build on valued client relationships by extending your advice to the philanthropies they serve. You need to leverage wealth management services that include fiduciary oversight and guidance.