Issue link: https://resources.envestnet.com/i/1527517
DEMONSTRATE YOUR FIRM'S VALUE. PortfolioCenter Cloud gives you the reporting flexibility to communicate information in a way that helps clients fully understand how their investments are being managed and how you provide value as their investment advisor. Report what's relevant. With over 70 standard client reports and 100 available report columns, you have maximum flexibility to determine the type of information to display. Communicate effectively. Choose the look and feel and the level of detail for individual reports to reflect each client's situation and information preferences. Present professionally. Add your company logo to reinforce your firm's brand. Simplify distribution. PortfolioCenter Cloud makes distribution easier with a selection of options to prepare professional, multi-report packages, print in batches and create PDFs for electronic distribution and archiving. Retain Control. We do the daily downloads to simplify your processing, while you maintain control of your data and reconciliation. RECEIVE TIMELY PAYMENT. PortfolioCenter Cloud provides multiple billing options, so you can bill clients based on their preferences while making sure you receive timely payment for your firm's services. • Exclude specific assets • Adjust totals for minimum fees • Bill by security type or other category • Bill in arrears or in advance • Charge fees by household or account © 2023 Envestnet | TAMARAC. All rights reserved. For home office and advisor use only. Not for distribution to the public. Disclosure The services and materials described herein are provided on an 'as is' and 'as available' basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non- infringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor's home office. FLEXIBLE, CUSTOMIZABLE CLIENT REPORTS AND MULTIPLE BILLING OPTIONS HELP YOU DEMONSTRATE YOUR FIRM'S VALUE TO CLIENTS AND RECEIVE TIMELY PAYMENT. Contact Us: Tpc-hosted@envestnet.com MAKE THE RIGHT DECISION ABOUT YOUR PORTFOLIO MANAGEMENT SOLUTION. COMMUNICATE EFFECTIVELY. YOU MAKE THE RIGHT DECISIONS FOR YOUR FIRM'S CLIENTS.