Investing Solutions

Bringing Client Goals to Life

At Envestnet, we are dedicated to equipping advisors with the products and services needed to help them make financial wellness a reality for everyone. Our extensive data, best-in-class technology, and wealth management solutions, available in a single-integrated-platform, empower advisors to build goals-based strategies to address the full life cycle of advice.

Advisors don’t have the time to do it all themselves 

The wealth management industry is undergoing rapid change. Whether it be the SEC’s new best interest rule or a fast approaching generational transfer of wealth, an advisors life is becoming increasingly complex. This is taking a toll on the performance advisors are able to deliver in client portfolios. We have found that 67% of APM advisors return +/- 1% of their benchmark over a 3-year period and 58% end up underperforming. Those that are able to significantly outperform do so at the expense of their business, averaging just 26 client accounts and $13mm AUM.* 

*Source: Envestat September 2018

Envestnet | PMC provides innovative solutions to streamline investment management 

By taking advantage of solutions that boost and streamline their investment management capabilities, advisors can spend more time strengthening client relationships and providing them additional services. To support advisors in acting as fiduciaries, Envestnet | PMC offers a full range of cutting edge investment management solutions and access to offerings from the industry’s top asset managers integrated within the Envestnet platform.