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
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