Leverage an enhanced advisor portal with applications that integrate all your client-focused efforts to manage wealth more effectively.
Advisor Portal Tools
A UMA offers a diversified, tax-aware, multi-asset portfolio in a single account whose contents are designed to meet your clients’ specific investment needs. What makes the Envestnet UMA special is access to institutional quality managers at greatly reduced minimums, with streamlined paperwork and reasonable costs.
Create, maintain and implement custom portfolio models and streamline your business. With the Envestnet APM advisor-directed program, you can combine the advantages of outsourcing investment management with the control of managing your own portfolios.
On the Envestnet platform, the socially responsible investing (SRI) superscript identifies Impact integrated managers. These investment managers integrate one or more of the following lenses into their investment process: Environmental, Social and Governance (ESG) factors, Controversial Business Practices, Sustainability Issues, and Impact and Community Investing.
The overlay screening program allows clients to apply customized screens to their investment portfolios. There are 17 different screens available, many of which have both a Best in Class and Strict screen. Clients are able to select up to 11 screens to apply.
Envestnet has integrated with HiddenLevers to deliver its portfolio stress testing tools directly from the Envestnet Advisor Suite. Use HiddenLevers’ economic scenarios and macro correlations modeling to give clients a sense of how vulnerable their investments may be to various economic changes, and what they might do to help protect their portfolio.