Reporting and client data
The reporting tool offers a consolidated client account view across all wealth management vehicles.

Customize your data experience to a granular or holistic level. Report on everything from transactional information to holdings, account performance, asset allocation, private placements, and capital flows.
Key Reporting features

Single household overview
We aggregate advisory, lending, insurance, trust, and financial planning in a single household overview.

Integrated dashboard
All household data is made available from a single, integrated dashboard to help add value to client communications about performance.

Comprehensive household wealth data
Data is available from a single source for institutions and their clients.

A more consistent experience for advisors
Reporting data is embedded in the Envestnet ecosystem and viewable from our planning tools, the proposal engine, Client Portal, and our data utilities for analysis.

Managed account reporting
Managed account reporting is combined with all other account types in a single reporting view.

Support for alternatives and private placements
Manage your private investments with IRR/TWR metrics, committed capital tracking, funding requirements, and alerts for capital call dates.
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Osaic is leading the way for advisors to take advantage of Envestnet technology.
As Catherine Knopf, Senior Vice President of Advisory Consulting, tells it: “The Envestnet platform is integrated with all of our other technical solutions and provides a platform for all of our investment management resources in one place.”

Client Billing
Envestnet delivers flexible billing solutions with configurable structures and integrated fee tracking. Choose from on-platform or independent billing solutions that support on-demand billing, subscriptions, fee-splitting, and high-volume architecture—delivering secure, high-performance billing for any wealth management business type.
Uncover how Envestnet's Reporting technology can offer a more impactful and consistent experience for advisors and their clients.
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