Bundled (multiple products/modules available)
Envestnet Advisor Suite
35 E. Wacker Drive, 24th floor
Chicago, IL 60601
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective and fully-aligned standard of care, and empower advisors to deliver better results. Envestnet's Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practice. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software. For more information on Envestnet, please visit www.envestnet.com
- Account aggregation
- Financial planning
- Portfolio management
- Portfolio re-balancing
- Additional services: Investment management and performance reporting.
- White Paper - Outsourcing: Drive Growth and Profitability, Focus on Core Competencies
- White Paper - The Source of Advisor Created Value
- The Importance of Transparency
Follow us on
Contact for Additional Product Information
Executive Vice President
To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at INemail@example.com.
For information about an enhanced product listing, please contact Letitia Buchan at (212) 210-0451 or firstname.lastname@example.org.