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© 2023 Envestnet, Inc. All rights reserved. For home office and advisor use only
Client Portal
The Client Portal is a one-stop-shop where
clients can review the benefits of their advisory
relationship in real time. This portal allows
clients to dig into:
• investment account performance
• review financial goals
• view a high-level summary of their monthly
spending and transactions
• create detailed budgets, and more.
And since the portal is configured to match
your management style, the value of your
advice is the focal point – not the technology.
For illustrative purposes only. Not based on actual client data
