Creating Real-time "What-Ifs"

Linda Postorivo
Chief Investment Officer
Beringer Group

Working with Envestnet since

"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 of the Beringer Group, uses Envestnet to assist her in putting together investment proposals for her ultra-high-net-worth clients' complex portfolios. Our advanced portfolio analytics, combined with our aggregated reporting capabilities, quickly give her the information she needs to make strategic recommendations that onces took weeks to research.