Literature Type: Platform Solutions

Sort byAlphabetical
Holistic Wealth Planning Solutions
Literature, Platform Solutions
Format: pdf
Publication Date: 05/18

The Envestnet Platform, coupled with Envestnet | Yodlee capabilities provides advisors and their clients full access and complete control of finances from one easy-to-navigate dashboard available across all digital channels (desktop, tablet, and mobile). Not only can advisors ensure they are managing the accounts with which they have discretion, but they can offer a 360-degree view to clients as well. By leveraging the tools to deepen collaboration with clients, advisors can develop appropriate investment strategies, build lasting relationships, and bring more assets under management.

PMC Overview and Selection Criteria for Impact Integrated Managers
Literature, Platform Solutions
Format: pdf
Publication Date: 10/15

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 way Impact integrated managers apply these approaches vary in level of strictness, as well as in range of screens and criteria. Some managers use a Strict approach; while others use a Best in Class approach, which compares companies to their peers. Managers may not employ avoidance screening, but rather focus on identifying companies with positive solutions and innovations.

PMC Personal Conviction Overlay Screens
Platform Solutions
Format: pdf
Publication Date: 01/15

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.

Vantage Reporting Solutions - Aggregated Performance Reporting
Platform Solutions
Format: pdf
Publication Date: 03/18

In today’s advisory marketplace, successful client relationships are based on personalized planning and insightful advice. Advisors must be able to see and evaluate a complete picture of client assets, including those assets held in accounts the advisor does not manage. Now, you can get a clearer view of client data. Discover the power of expanded flexibility and choice for reporting, aggregation and wealth management.

Pages