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: Enterprise Portal Fees and Benchmarking Dashboards
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Format: pdf
Publication Date: 08/17

Our Fees and Benchmarking Analytics will provide you with critical information that will help you make sure your advisor and client total fees are competitive, consistent, and comply with your policies.  The dashboards will illustrate your fees by important dimensions: Program Type, Size of Account, Age of Account, and Retirement vs. Non-Retirement Account at the advisor and account levels.

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

Leverage our custom dashboards to aggregate and analyze third-party data alongside the data from the Envestnet platform to get a more complete picture of your business. 

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

Running an advisory business is complicated.  Our Core Analytics collection of dashboards will provide you with the answers you need to make your business more successful. With this set of dashboards, you can measure how your assets are deployed, analyze the way your business is growing, see which advisors are contributing the most to your success, and more.

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