Independent Advisory Networks (or Aggregators) provide structure and service to entrepreneurial RIAs who want compliance and technology support. Their advisors need access to products that rival the wirehouses and seek aggregation tools that allow them to provide holistic advice based on a client's complete financial picture. And, at the home office, Independent Advisory Networks want risk measurement tools to effectively oversee multiple branches and advisors.
Through Envestnet, these networks can leverage a single intuitive and highly integrated platform that delivers not only breadth of products but also robust wealth management and reporting capabilities that offers scalability. They can also white-label their platform and programs and take advantage of our research and due diligence as they construct their own investment models and policies.