Envestnet's Wealth Management Platform is a comprehensive, end-to-end technology solution designed for financial advisors and wealth management firms. It offers a unified ecosystem that integrates various aspects of wealth management, including advisor and client experience, integrated workflows, wealth solutions, and data intelligence. The platform serves as a central hub for advisors, connecting Envestnet's extensive data, solutions, and technology with the specific needs of wealth management professionals.

Key Features

Integrated Ecosystem Connects various aspects of wealth management in a unified platform

• Single access point for advisors and clients
• Integration with proprietary and third-party solutions

Comprehensive Wealth Solutions Expands client offerings through a wide range of wealth and asset management solutions

• Access to diverse investment options
• Ability to configure capabilities to match client demands

Data Intelligence Leverages data to uncover opportunities and drive growth

• Advanced analytics and reporting capabilities
• Tools to identify and act on business opportunities

Benefits

Enhanced Advisor Productivity Streamlines workflows and reduces manual tasks

• Centralized platform for managing client relationships
• Automated processes for account opening, proposal generation, and reviews

Improved Client Experience Provides a holistic view of client's financial life

• Unified access point for clients to view their accounts and progress
• Personalized advice and recommendations based on comprehensive data

Scalable Business Growth Enables advisors to expand their services and client base efficiently

• Access to a wide range of wealth management solutions
• Tools to identify growth opportunities and optimize business performance