Literature Category: Envestnet Analytics

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Envestnet Analytics: Enterprise Portal Performance Dashboards
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Format: pdf
Publication Date: 08/17

Our Performance Dashboards provide an intuitive way to measure your advisor's account level performance. You'll be able to quickly find the acocunts that are performing at an acceptable level, and, more importantly, the accounts that aren't working.

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.

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 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.

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