Envestnet | Retirement Solutions

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35 East Wacker Drive, 24th Floor, Chicago, IL 60601, United States

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Integrated technology that adapts to the needs of your retirement practice

Envestnet | Retirement Solutions (ERS) offers a comprehensive suite of services designed specifically for retirement plan professionals. With our integrated technology, ERS addresses the regulatory, data, and investment needs of retirement plans and delivers the information holistically—as opposed to providing single-point solutions—as well as comprehensibly so that you can feel confident with the decisions that you make.

Through ERS, we can help you transform retirement data into usable practice management information. Data aggregation will provide you with the opportunity to build data-driven insights. Working in partnership, we can create the opportunity to drive a better outcome—a more efficient, cost-effective retirement-plan process, the ability to grow and to help individuals with their retirement goals.

Building on Envestnet's advanced capabilities, we have helped develop a dedicated retirement platform that leverages Envestnet's technology resources, data integration and practice management, along with our expertise in investment research, portfolio construction, and fiduciary management to meet the specialized needs of each stakeholder.

Envestnet | Retirement Solutions Solutions

ERS Data Management

The ERS Data Management Platform provides data aggregation and reporting services to plan providers, broker dealers, and DCIO firm’s supporting their compliance, reporting and business intelligence needs. The ERS Data Management Platform aggregates your book of business into a central data repository and provides you access to a practice management system......

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ERS Model Management Solutions

ERS Model Management Solutions empower 401(k) plan professionals with the ability to create and manage model portfolios on specified trust, custody, trading, and clearing platforms. An ideal solution for recordkeeping partners, financial advisors, professional asset managers, and fund strategists, the ERS model management system streamlines the process of managing portfolios across......

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ERS Platform Services

Today's retirement market includes a range of single point solutions that are cost prohibitive and highly inefficient. Leverage the ERS integrated retirement platform to address the investment, technology, data, and regulatory needs of retirement plans in a cohesive, holistic way. The core values of ERS include improving transparency, and collaborating......

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