Literature Category: Envestnet Analytics

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Envestnet Analytics: Vision IQ
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Format: pdf
Publication Date: 05/18

As a financial advisor, wealth manager, or other financial executive, getting answers to top questions like, “What are my net flows?”, and “Who are the top selling advisors?”, and “How do my sales compare to my peers?” can provide a significant competitive edge. Yet extracting these answers from data can be complicated, costly, and time consuming.

With Envestnet Envision IQ™ you can easily get the answers to these business questions and many more.

Envestnet Analytics: Manager Portal Product Availability Mobile Application
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Format: pdf
Publication Date: 08/17

Never engage with an advisor blindly.  Have information about product availability at your fingertips.

Envestnet Analytics: Manager Portal Basic Dashboard
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Format: pdf
Publication Date: 08/17

 With Envestnet Analytics, you will get unprecedented insight into where your opportunities lie, and who you need to meet with to secure them.  Aanalyze assets, flows, and proposals more efficiently to know which firms and products to focus on, stay ahead of their competition, and stay aware of your best advisors’ trends. 

Envestnet Analytics: Manager Portal Advanced Dashboards
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Format: pdf
Publication Date: 08/17

With the Advanced Dashboards, you have daily insight into your sales and redemptions and can gain unprecedented understanding of your opportunities for each of your product types. This deeper, more detailed view of your firm will allow you to quickly see how you stack up against the rest of the Envestnet ecosystem, and more importantly, show you what you need to do to lead the pack.

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