Envestnet Analytics: Enterprise Portal Fees and Benchmarking Dashboards

Our Fees and Benchmarking Analytics will provide you with critical information that will help you make sure your advisor and client total fees are competitive, consistent, and comply with your policies.  The dashboards will illustrate your fees by important dimensions: Program Type, Size of Account, Age of Account, and Retirement vs. Non-Retirement Account at the advisor and account levels.

Envestnet Analytics