Envestnet's multi-portal platform is a unified network focused on enhancing the wealth management process. We harmonize data across the breadth of our network to deliver thoughtful, actionable intelligence that can foster growth and deliver better client outcomes. Our portals are complete solutions that can be accessed on the go and span the key elements of the advisory process.
Our advisor portal delivers applications that integrate with high efficiency all the advisor’s client-focused efforts, reducing the time spent on administrative, “back-office” tasks.
Our manager portal is a complete solution that enables third-party strategists and separate account managers to implement client portfolios for advisors. Managers can also leverage enhanced analytics and reporting to deliver better decisions on distribution strategies and gain deeper insight about their book of business.
Our enterprise portal allows "home offices" to customize their platform with the tools that serve the needs of their advisors and leverage technology that institutes specific guardrails to monitor their business and aid with fiduciary standards.
Our client portal enables you to stay connected to your clients in an evolving digital world. You can leverage a complementary set of configurable modules that allow investors to aggregate their personal finances with their financial investments to obtain a holistic view of their wealth.