Chicago, IL, United States

Envestnet

Business introduction

A better way to manage wealth

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Advisor Suite™ gives you the tools to conquer complexity and drive your success.

Physical Address

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

Website Address

www.envestnet.com

Telephone Number

+1 866 924 8912

Envestnet Solutions

Advisor Now

Advisor Now is a highly configurable digital investment solution that brings together the simplicity of a robo-offering with a reputable infrastructure that automates the process of goal planning, portfolio selection, account opening, fund transfers, client communications and more. Meet the growing online and mobile communication demands of your clients  Capture the next generation......

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Advisor Portal

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. Powered by our Advisor Suite of tools, advisors can access robust software solutions to enhance their daily practice of managing wealth....

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Client Portal

Our client portal enables you to stay connected to your clients in an evolving digital world. Powered by the Investor Suite, you can leverage a complementary set of configurable modules that allow investors to aggregate their personal finances with their financial investments to obtain a holistic view of their wealth. Through innovative......

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Enterprise Portal

Our enterprise portal allows "home offices" to oversee and direct Envestnet's services and support to their affiliated advisors. Powered by our Enterprise Suite, firms can customize their platform with the tools that serve the needs of their advisors and leverage technology that institutes specific guardrails to monitor your business and......

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Envestnet Advisor Suite™

As a financial advisor, you face a daily challenge to deliver outstanding advice and service while efficiently managing your business. The open architecture of the Envestnet Advisor Suite™ allows you to bring together everything you need—analytics, advisory tools, advanced portfolio solutions, and practice management and reporting capabilities. The Envestnet Advisor Suite empowers you......

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Manager Portal

Leverage an enhanced manager portal to access key metrics that can drive better decisions on distribution and sales. Serving as a “virtual account manager,” you can gain deeper insight about your book of business, run day-to-day operations more efficiently, and most importantly, raise assets more quickly....

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Vantage™ Reporting Solutions

Your clients seek strategic advice and solutions for their overall financial goals. With Vantage, you can view a comprehensive picture of each client’s wealth position so that you can evaluate their situation and craft a long-term plan. Become the trusted advisor to your clients by providing comprehensive financial information on all......

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