Featured Products

• Total Rebalance Expert

  

  Portfolio re-balancing

• Advisor View^™

  

  Portfolio management

• Advisor CRM^®

  

  CRM

• LaserApp

  

  Document management

• Envestnet Advisor Suite

  

  Bundled (multiple products/modules available)

• Investigo Smart Data

  

  Account aggregation

• Finance Logix^®

  

  Financial planning

• Junxure

  

  CRM

• Orion Advisor Services

  

  Portfolio management

• Advent Black Diamond Performance Reporting

  

  Portfolio management

• Dynamic Client Newsletter Solution

  

  Marketing

• Interactive Advisory Software (IAS) Solution 360

  

  Bundled (multiple products/modules available)

• NRS ComplianceMAX

  

  Bundled (multiple products/modules available)

• Advisor Rebalancing^®

  

  Portfolio re-balancing

• AdvisoryWorld

  

  Bundled (multiple products/modules available)

• Advisor^® Xi

  

  Bundled (multiple products/modules available)

• Wealth Desktop

  

  Bundled (multiple products/modules available)

• Laserfiche

  

  Document management