Streamlined Back-Office

Kristen LeClair, AIF
SVP, Advisory &
Investment Services
NFP Advisory

Working with Envestnet since

NFP Advisory Services working with Envestnet since

"An integrated system is flexible and efficient, reducing the complexity of managing a practice. At the home office, it helps our team help advisors succeed."

For Kristen LeClair, AIF, Senior Vice President, Advisory & Investment Services at NFP Advisory Services, Envestnet provides an integrated, comprehensive platform that can be customized to serve the needs of a sophisticated and diverse advisor base.  By streamlining back-office administrative tasks like billing and pipeline reports, and providing compliance assistance to monitor business and aid with fiduciary standards, Envestnet helps ensure success for both advisors and the home office.