Berthel Fisher Leverages Envestnet’s ENV 2 to Enhance Wealth Management Solutions

Envestnet’s Multi-Custodial Advisory Platform Empowers Berthel Fisher’s Advisors with the Tools to Manage Wealth More Effectively

Chicago, IL, Aug. 25, 2015—Envestnet, Inc. (NYSE: ENV) announces that ENV 2, its next-generation platform, has been chosen by the Berthel Fisher family of companies to power the BerthelEDGE Investment Advisory Platform, an integrated, multi-custodial technology suite for its network of independent financial advisors.

“ENV 2 offers simplified navigation and enhanced mobility combined with customization capabilities to give advisors the power to grow their practices by spending more time nurturing client relationships,” said Lori Hardwick, Group President, Advisor Services, Envestnet. “We are proud to partner with Berthel Fisher to help its advisors remain competitive by managing wealth more effectively.”

The custodian-agnostic ENV 2 console enables advisors to efficiently trade, rebalance, conduct research, access and update account data, and create and send performance reports using desktop computers or mobile devices. ENV 2’s ability to execute reporting and billing tasks using a single tool, as well as other features designed to streamline workflow processes, will be useful to Berthel Fisher’s registered investment advisors.

The Berthel Fisher family of companies based in Marion Iowa, consists of two independent broker-dealers, Berthel Fisher & Company Financial Services, Inc. (also a SEC Registered Investment Advisor Member FINRA/SIPC) and Securities Management & Research, Inc. Member FINRA/SIPC; and an additional SEC Registered Investment Advisor BFC Planning, Inc. The firm offers advisors a multitude of affiliation options and investment vehicles, to meet clients’ individual goals and needs. Berthel Fisher also partners with four industry leading institutional custodial platforms to give their investment advisors choices and flexibility in whom they choose to custody assets.

“Berthel Fisher continues to revitalize itself in the marketplace and expand both its broker/dealers and registered investment advisory firms,” said Thomas J. Berthel, Chief Executive Officer, Berthel Fisher. “Independent advisors can enjoy the benefits of the choices at Berthel Fisher with a strongly diversified platform of offerings. The Envestnet platform and its direct expansion of our investment advisory services will add to our growth and is a great addition to our family of companies. We believe strongly that the addition of the BerthelEDGE technology to our already diverse RIA platform makes the Berthel Fisher family of companies an attractive destination for independent advisors who are looking for greater freedom in their choice of custodians, all while providing them the best and most integrated advisory technology on the street powered by Envestnet.”

About Envestnet
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective, and fully-aligned standard of care, and empower advisors to deliver better outcomes.

Envestnet’s Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practices. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software.

For more information on Envestnet, please visit and follow @ENVintel (

About Berthel Fisher
Berthel Fisher family of companies has been helping our independent financial advisors grow and strengthen their investment businesses for 30 years. The family of companies provides a unique set of financial services including traditional and alternative investments, managed accounts, insurance and technology. Berthel Fisher family of companies includes two independent broker/dealers, Berthel Fisher & Company Financial Services, Inc. (a SEC Registered Investment Advisor Member FINRA/SIPC) and Securities Management & Research, Inc. Member FINRA/SIPC; an insurance division, Berthel Fisher and Company Insurance, Inc.; an additional registered investment advisory firm, BFC Planning, Inc.; and a technology division, iPrism Global, Inc. With offices nationwide, Berthel Fisher has been committed to providing advanced technology, products and services to clients and advisors alike since 1985. For more information, visit

Media Contact:
Laura Simpson
(973) 850-7319

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