Solution introduction
Our advisor portal delivers applications that integrate with high efficiency all the advisor’s client-focused efforts, reducing the time spent on administrative, “back-office” tasks
Advisors can access robust software solutions to enhance their daily practice of managing wealth
Our streamlined wealth management process assists advisors in:
- Holistic Planning & Proposal Generation
Developing the Roadmap - Build recommendations on a strong foundation of proven tools and research. Advanced analytics and manager and fund recommendations are based on in-depth PMC research—and integrated with leading financial planning software.
- Advanced Portfolio Solutions
Broad access to thousands of financial products, including hundreds of SMA managers, which you can easily search, sort, and trade—or outsource investment selection and leverage the advanced portfolio solutions from PMC, Envestnet's portfolio consulting group and our Fund Strategist Network.
- Integrated Practice Management
Portfolio management and trading for client accounts, with automatic monitoring, efficient rebalancing tools, and archivable action plans and communications to show compliance with the highest practice standards.
- Comprehensive & Customizable Reporting
Customized, easy-to-read reports, branded specifically for your firm, that can incorporate data from hundreds of custodians. We provide accurate, reconciled, tradable account, and practice-level data—every business day.
