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 technology-enabled wealth management solutions to investment advisors. Envestnet's Advisor Suite® software empowers advisors to better manage client outcomes and strengthen their practice. Envestnet offers advanced portfolio solutions through its Portfolio Management Consultants Group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software. Envestnet | Prima provides institutional-quality research and due diligence on investment and fund managers. Envestnet | Vantage™ gives advisors an in-depth view of clients’ investments, empowering them to give holistic, personalized advice. For more information on Envestnet, please visit www.envestnet.com.
- Financial planning
- Portfolio management
- Portfolio re-balancing
- Document management
- Account aggregation
- Additional services: Risk profiling, portfolio analysis, asset allocation tools, proposal generation and fee calculation, research and due diligence, portfolio construction, investment program selection, customizable, branded reports, client portal, communication and education, billing and account administration, account opening and servicing, custodial and trading interface, portfolio overlay and rebalancing
- White Paper - Outsourcing: Drive Growth and Profitability, Focus on Core Competencies
- White Paper - Daily Data Reconciliation
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managing director, chief marketing officer
*Note: Product information as of April 04, 2013
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