Delivering Best Thinking More Efficiently to Improve Outcomes

Regional U.S. Bank Trust Client

Working with Envestnet | WMS since 2003

An integrated solution that aligns the client's portfolios with the firm’s investment strategy recommendations.

A large regional bank was challenged to grow their business while maintaining the integrity of their investment insight. They sought a solution that would enhance their delivery of advice, centralize their overlay and trade management, and offer their investment advisors more time to work with their clients.

With Envestnet | WMS, the bank was able to leverage an integrated system that allowed their investment advisors to maintain control of the key functions of the wealth advisory process while streamlining account administration. They were able to deliver their model portfolios while leveraging the platform for account level portfolio optimization tools that could address client specific investment objectives and tax considerations. This allowed investment advisors to better demonstrate their fiduciary responsibility to clients and gave them more time to focus on more complex relationships.