Protecting Your Clients’ Assets for the Future
At Envestnet, we are dedicated to equipping enterprises and advisors with the products and services needed to help clients achieve financial wellness. Our extensive data, best-in-class technology, and wealth management services empower advisors to build goals-based strategies to help ensure better outcomes for clients.
Advisors gain back valuable time through automated forms, pre-populated information, and digital processing.
Help lessen the occurrence of NIGOs with pre-populated paperwork and fewer chances for human error.
A streamlined workflow, including digital signatures and consolidated reporting, creates an optimized experience for both advisors and their clients.
Facts At A Glance
The Insurance Exchange is a complete solution, spanning research and proposals, contracting, in-force transactions, and reporting.
Single Fee Billing
Aggregate client fee across managed accounts and annuity products.
Advisor Portal – Proposal application, book of business level reporting, research center, performance reporting, and servicing Enterprise Portal – suitability review queue for oversight Client Portal – Annuity accounts viewable from dashboard
Daily annuity performance reporting aligns with traditional asset classes in managed accounts to enable portfolio rebalancing and guide in-force transactions.
Current Insurance Carriers
AIG • Allianz • Brighthouse Financial • Global Atlantic • Jackson National • Nationwide • Prudential • Transamerica
Additional Carriers will be announced as they are added.
Fee-based and commission-based • Fixed • Indexed • Variable • Structured
Consolidated view of managed accounts and protection products from proposal to purchasing through ongoing support.
Complete paperwork digitally and access documents and daily performance reporting.
The Envestnet Insurance Exchange is powered by FIDx technology.
Envestnet, Inc. has a financial interest and occupies board of director positions in Fiduciary Exchange LLC (“FIDx”).