Improve Outcomes for Your Firm, Investment Professionals and Clients

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.

16 of the 20 largest U.S. 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 oversee personal trust, institutional trust, family office, bank brokerage, or other channels within your bank, you face increasingly complex demands to advise and serve your clients, as well as to grow your business and effectively manage risks.

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