Issue link: https://resources.envestnet.com/i/1541281
3 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC. ERS Enterprise Platform Empowering advisors and home offices with comprehensive retirement plan insights and tools The ERS Enterprise Platform is a powerful, end-to-end solution designed to support home offices and financial advisors engaged in retirement plan business. By combining robust data aggregation with advanced practice management tools, the platform delivers a unified, actionable view of retirement plan activity across the recordkeeping industry. Key features and capabilities Comprehensive data aggregation • Consolidated view of retirement plan assets and activity across multiple recordkeepers • Visibility into assets and plans by recordkeeper, advisor, fund, and fund manager • Intelligent reporting with Excel export capabilities for deeper analysis Advisor enablement tools • 5500 Search Tool: Advisors can build targeted prospecting lists using Form 5500 data • Investment Mapping Proposals: Generate tailored investment proposals for plan sponsors • RFP and Due Diligence: Conduct robust RFP searches and due diligence reviews • Plan Benchmarking: Compare plan fees, advisor fees, and investment management fees across ERS's full data aggregation database • Fund Research and Recommendations: Evaluate investment options and recommend funds aligned with client goals Data feed and integration • Data Feed Dashboard: Real-time visibility into file delivery status, including expected vs. received files and plan count changes • Standardized Data Extracts: Easily ingest data into CRMs or internal systems using Envestnet Retirement's standard file format Branded, professional output All reports and proposals generated through the platform are: • Fully branded with the firm's logo and disclosures • Delivered in professionally formatted PDFs • Ready in seconds, enabling advisors to respond quickly and confidently to client needs The plan information and recordkeeper firms and their information listed are for illustrative purposes only and are not intended to represent a complete list of providers available. The availability of the providers listed is subject to change. 20251023-4929939 █████████████████ Ì20000EL90wÎ