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Supporting Your
Platform Needs
We're always available to help with any questions or assist you. There are two ways to connect with us:
Platform Consulting Group (PCG): For Envestnet-supported firms, PCG is our advisor portal telephone
support team who can help you from site navigation to model management.
Key Accounts Management Team (KAM): For Envestnet-supported firms, our KAM team helps facilitate
the administration and management of your client accounts.
Contact our PCG and KAM teams at 855.393.8028.
Deepen Your Engagement
Practice Management Resources And Investment Advice
Our Advisor Sales and Wealth Consulting Team is dedicated to helping you with consultancy services to
serve your clients better. We can help:
• Identify client opportunities.
• Assist at the point of sale.
• Offer support with marketing opportunities.
• Consult with you on the myriad of separate account, mutual fund, ETF, and alternative investment
choices and help you with proposal design and generation.
Contact our Advisor Sales and Wealth Consulting Team at 855-769-0806.
