Administration services

Access efficient, scalable investment policies, billing, and service requests all throughout the client lifecycle and advisor experience.

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Administration on the Envestnet platform

The Envestnet Wealth Management Platform offers configurable capabilities for core billing and service requests. Billing offers efficient and scalable features for all users, while service capabilities are met throughout the account lifecycle.

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Billing solutions

Envestnet offers comprehensive billing solutions, including: Configurable billing levels and modes, such as in advance or in arrears Flexible billing cycles—quarterly, monthly, and off-cycle events Flexible fee structures with flat, linear, and tiered rates Aggregate billing and householding/billing groups Configurable fee exclusions, fee components and schedules, and reports Envestnet also has several off-platform billing solutions available to wealth managers, RIAs, and Broker/Dealers. Learn how we can help you better serve your clients. 

Wealth management lifecycle services

Our platform features 80+ customizable investment policies that allow firms to configure and manage proposal and model conditions. It features:A dedicated review page highlights warnings and violations, while trade validation policies assist traders prior to trade confirmation.Service requests link the proposal system to the new-account processes for opening and investing.Requests serve as a channel for advisors to communicate trading instructions to traders.The workflow accommodates various user roles, including home office personnel.

 


Account administration

Robust processes built in our platform offer versatility and effectiveness when addressing various stages and needs within the account lifecycle. 

Explore the configurability built into the administration of our Wealth Management Platform

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