Get the Most from Your Platform

The Envestnet Client Portal
The Envestnet client portal is a central hub for clients to see all of their financial accounts, create budgets and financial goals, and track their progress anywhere, anytime—all in one place.

As a broker-dealer representative, you require broad access to research and analytics, investment products, and management and reporting capabilities. Envestnet can help. We provide the tools and support that can help complement your independent broker-dealer’s (IBD) offerings and empower you to deliver the highest caliber of advice and service to your clients.

The Envestnet Advisor Portal is a highly flexible and configurable platform that spans all aspects of the wealth management process. Gain access to in-depth research, create and manage portfolios, and deliver clear, customized reports branded with your firm’s logo. For your most challenging cases, enlist the expertise of our Envestnet | PMC® consultants, who are available to provide input on investment strategies so you can attract and sustain new business. In short, we offer you a single, intuitive solution to streamline your practice, elevate performance, and achieve advisory excellence.

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