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© 2024 Envestnet, Inc. For investment professional use only. Not based on actual client data - for illustrative purposes only.
Account opening and management
With the Service Request functionality, you can create new requests, monitor in-flight requests or review
completed tasks related to the management and maintenance of your existing client accounts. You can
quickly access the most frequently used platform features and get immediate access to the critical
information you need on our Practice Tab. Here you will see alerts, notifications, and book of business reports.
In this section of the portal, you can:
Account Setup
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• Perform account maintenance
• Review critical client information
• Generate tailored reports
