The overlay screening program allows clients to apply customized screens to their investment portfolios. There are 17 different screens available, many of which have both a Best in Class and Strict screen. Clients are able to select up to 11 screens to apply.
Envestnet has integrated with HiddenLevers to deliver its portfolio stress testing tools directly from the Envestnet Advisor Suite. Use HiddenLevers’ economic scenarios and macro correlations modeling to give clients a sense of how vulnerable their investments may be to various economic changes, and what they might do to help protect their portfolio.