Client Portal
Customize your clients’ experience with a single view of their entire financial lives—showcasing your value in real time.
The Client Portal offers comprehensive features and capabilities within a single, cohesive interface. This allows clients to gain a holistic understanding of their financial landscape, encompassing everything from investments and expenditures to comprehensive financial planning and beyond.
A holistic view of finances
The Client Portal consolidates information from all aspects of clients' financial lives, including managed accounts, bank accounts, credit cards, property, and loans. It serves as a central destination where they can review their monthly spending and transactions, create detailed budgets, and analyze investment account performance.
For illustrative purposes only. Not based on actual client data.
Customization and personalization
With our intuitive configuration tools, you hold the reins to customize client interactions. Tailor the Client Portal to meet the diverse needs of your client base. Deliver straightforward, clear overviews of financial accounts and provide the tools for a more detailed financial analysis.
For illustrative purposes only. Not based on actual client data.
A modular, cross-platform interface
Our sleek, high-level dashboard has a customizable array of widgets. Each offers a summary and more detailed pages, allowing clients to easily explore their financial landscape in depth. The detailed pages offer tools to:
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Track account performance, transactions, and holdings
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Access financial planning information through MoneyGuide
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Create budgets and monitor spending
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Aggregate all financial accounts in one place
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Access and share documents
For illustrative purposes only. Not based on actual client data.
Deep platform integration
The Envestnet Client Portal integrates all managed accounts within a client's household, along with any additional external accounts they decide to link or add. Clients can easily see detailed information on account values, holdings, and transactions.
For illustrative purposes only. Not based on actual client data.
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Potential benefits for you and your clients
The Client Portal offers easy access to your client’s financial life, seamless and transparent communication, and cohesive branding. Clients can access account details, monitor spending and budgeting, and review important documents at any time. It helps reduce phone calls and save time by providing your clients with accessible insights into their financial wellbeing. You can enhance clients’ confidence by providing a consistent experience across your financial ecosystem using custom branding options.
The Client Portal mobile app
Clients can download the Envestnet Client View app to view their financial information on the go. With the app, they can access their advisor-curated dashboards with quick overviews and detailed reports.
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