Empower Your People and Your Business

The Envestnet Client Portal
The Envestnet client portal offers a complementary set of configurable modules designed to make it easy for advisors to engage with clients during different stages of their financial life.

At the home office, you're tasked with providing a wealth advisory platform for your advisors that satisfies a wide range of requirements. From financial policies and compliance to providing access to a broad yet selective range of investment solutions, Envestnet provides your firm with the tools and support to attract and retain top performers.

At Envestnet, we know that integration is important.  In fact, in a recent InvestmentNews study, firms with more than 5 technology solutions integrated have 67% higher assets, 53% more revenue, and double the profits of other firms.  With Envestnet's integrated technology, you can leverage a flexible and efficient platform that can bring together all of the information sources and products you want. That's why more than 85 percent of the top 50 broker-dealers use our services.

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