Improve Outcomes for You and Your Clients

The Envestnet Advisor Portal
The Envestnet Advisor Portal gives you the tools to conquer complexity and drive your success through integrated portfolio, practice management, and reporting solutions.

28 of the 50 leading banks* use Envestnet to help design, develop, and deploy a more profitable operating model for managing their client’s retail, high-net-worth, and institutional businesses. Whether you advise clients, manage portfolios, oversee client relationships, coordinate trust services, or develop new business, you face increasingly complex demands to advise and serve your clients, while at the same time to grow your business and effectively manage risks.

*Source: FDIC’s database of Statistics on Depository Institutions as of 9/30/2013

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