The key to success may lie in creating portfolios that are personalized
and customized to help meet the unique needs and goals of each
individual client. By leveraging technology, you can look at the totality of
information from across the client's spending, income generation, existing
holdings, and interests to identify a suitable combination of assets and
managers. This will require a multi-asset, multi-manager approach that is
coordinated cross-sectionally and across time to help provide a desired
outcome.
At Envestnet, we are committed to helping financial advisors overcome
these challenges and succeed in the new world of investment
management. Our platform provides innovative tools and resources that
can help you create personalized portfolios that can solve problems
and meet the unique needs of your clients. With Envestnet's help, you
can stay ahead of the curve and provide your clients with a high level of
experience and guidance.
Getting Started with Personalization at Scale
Getting started with personalization at scale is as simple as choosing the
investment vehicles, overlay, and wealth solutions that make the most
sense for an individual or business to grow their money.
Investment vehicles refer
to any method by which
individuals or businesses
can invest and, ideally,
grow their money.
Enables advisors and
investors to address holistic
needs around tax
management and/or impact
screening.
Solutions outside of
traditional investment
portfolios that address a
wide variety of client needs.
Wealth Solutions
Overlay
Vehicle
Getting Started with a Vehicle
Determine what your appetite is for an investment vehicle, or any
method by which individuals or businesses can invest and, ideally, grow
their money. These can range from simple turnkey vehicles, such as
mutual funds or ETFs that offer the least amount of personalization,
to direct indexing, as described above, which can offer any number of
personalization options.
© 2023 Envestnet, Inc. All rights reserved. For one-on-one use for client's Financial Advisor only.
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