Reporting and client data

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

FPO Reporting Hero
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

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Single household overview

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

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Integrated dashboard

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

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Comprehensive household wealth data

Data is available from a single source for institutions and their clients.

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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.

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Managed account reporting

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

Support for alternatives and private placements

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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