Envestnet Portal Description
Envestnet's multiportal platform is a unified network that focuses on improving wealth management. We bring together data from all our networks to provide actionable, thoughtful intelligence that can help clients grow and achieve better outcomes. Our portals provide complete solutions that can be accessed anywhere and cover all aspects of the advisory process. Advisor portals integrate with high efficiency and focus on client-focused efforts. This reduces time spent on administrative tasks. Our manager portal allows third-party strategists to manage client portfolios for advisors. Managers can also use enhanced analytics and reporting to make better distribution decisions and gain greater insight into their book of business.
Integrations
Company Details
Company:
Envestnet
Year Founded:
2008
Headquarters:
United States
Website:
www.envestnet.com/ourplatform
Recommended Products
Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Videos
Customer Support
Online