Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Bundled (multiple products/modules available)

Envestnet Advisor Suite

By Envestnet

35 E. Wacker Drive, 24th floor

Chicago, IL 60601

envestnet.com

Description

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


Services Offered

  • Account aggregation
  • Compliance
  • CRM
  • Financial planning
  • Portfolio management
  • Portfolio re-balancing
  • Additional services: Investment management and performance reporting.

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Contact for Additional Product Information

Lincoln Ross

Executive Vice President

(617) 692-9750

lincoln.ross@envestnet.com

To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Letitia Buchan at (212) 210-0451 or lbuchan@investmentnews.com.

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