Reporting and client data

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

Highly configurable reporting

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.

Line break

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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