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Description
Envestnet Analytics enables the conversion of data into valuable insights that drive decision-making. By utilizing sophisticated analytical tools on an extensive array of data, firms can reveal important trends within their practices and portfolios, leading to significant business advantages. This allows organizations to pinpoint crucial factors influencing their operations, recognize existing risks, and discover optimal avenues for growth. The Envestnet Enterprise Portal provides access to comprehensive data intelligence dashboards, enhancing firms' ability to effectively manage and steer their business. With the capabilities offered by Envestnet Analytics, firms gain access to powerful instruments that provide visibility into advisors' activities—such as identifying top performers and the specific products and programs they engage with. Furthermore, organizations can uncover areas ripe for improvement and professional development, ensuring continuous growth and adaptation. They are also able to monitor asset growth, identify product trends, and evaluate their performance relative to peers within the Envestnet ecosystem, which fosters a competitive edge in the industry. This holistic approach to data management amplifies their strategic decision-making and aligns their business objectives with real-time analytics.
Description
Envestnet offers a cohesive multi-portal platform designed to optimize the wealth management experience. By synchronizing data across our extensive network, we provide insightful and actionable intelligence that promotes growth and enhances client results. Our integrated portals serve as comprehensive solutions that are easily accessible, covering all crucial aspects of the advisory process. The advisor portal is particularly efficient, allowing financial advisors to streamline their client-focused activities while minimizing time spent on administrative and back-office responsibilities. Meanwhile, the manager portal offers a robust solution for third-party strategists and separate account managers to effectively manage client portfolios for advisors. In addition, managers can utilize advanced analytics and reporting tools to make informed decisions regarding distribution strategies and gain a more profound understanding of their business portfolio. This holistic approach not only improves operational efficiency but also fosters stronger client relationships and drives overall success in wealth management.
API Access
Has API
API Access
Has API
Integrations
MoneyGuidePro
Apiboost
CircleBlack
LendingWise
Nitrogen
Pontera
Integrations
MoneyGuidePro
Apiboost
CircleBlack
LendingWise
Nitrogen
Pontera
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Envestnet
Founded
2008
Country
United States
Website
www.envestnet.com/envestnetanalytics
Vendor Details
Company Name
Envestnet
Founded
2008
Country
United States
Website
www.envestnet.com/ourplatform
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
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