Issue link: https://resources.envestnet.com/i/1527485
Private Wealth Consulting Service For those who would prefer to outsource this personalization, Envestnet's Private Wealth Consulting Service is a comprehensive consulting solution designed to help financial advisors enhance their clients' investment portfolios and provide them with personalized investment advice. It's the simplest and quickest way to get immediately started on the road to personalization of client portfolios at scale by working with our consultants and experienced investment professionals. Our team of experienced investment professionals work in tandem with you to provide guidance on investment strategies, asset allocation, and risk management. Advisors who use the Private Wealth Consulting Service can access a range of investment tools and resources, including model portfolios and market analysis reports, to help them make informed investment decisions. The service also includes ongoing support from Envestnet's consulting team, who work closely with advisors to help them stay up to date on market trends and adjust investment strategies as needed. Here are some reasons why you may want to consider using the service rather than managing your clients' portfolios yourself: • Experience: Envestnet's team of investment professionals has extensive experience managing complex portfolios for high-net- worth clients. By leveraging this experience, you can help provide your clients with more sophisticated investment strategies and better risk management. • Efficiency: Managing complex portfolios can be time-consuming, especially if you have a large number of clients. Envestnet's technology and resources can help you streamline your investment process, allowing you to focus more time on what matters—building relationships with your clients. • Customization: Envestnet's Private Wealth Consulting Solution provides a range of investment tools and resources that can be customized to meet the unique needs and preferences of your clients. This level of customization can be difficult to achieve on your own, especially if you have a large number of complex clients with quite varied investment objectives. • Scalability: Envestnet's technology and resources are designed to be scalable, meaning that you can easily manage portfolios for a large set of clients without sacrificing the quality of your investment advice. Envestnet's Private Wealth Consulting Service can help you enhance the quality of your investment advice, improve efficiency, and provide a more personalized investment experience for your high net worth clients. The simplest and quickest way to get immediately started on the road to personalization of client portfolios at scale is by working with our consultants and experienced investment professionals. © 2023 Envestnet, Inc. All rights reserved. For one-on-one use for client's Financial Advisor only. 19