Issue link: https://resources.envestnet.com/i/1541919
1 FOR HOME OFFICE AND ADVISOR USE ONLY. Wealth Manager Transforming revenue operations Wealth Manager simplifies revenue management for breakaway broker-dealers, RIAs, and RIA aggregators by streamlining the calculation, billing, collection, and auditing processes across today's diverse landscape of advisor driven retail managed account programs. Purpose-built to support high-volume operations, Wealth Manager can handle millions of accounts with ease, offering robust capabilities for complex billing rules, detailed user auditing, and seamless custom integrations—all within a more secure and scalable infrastructure. Engineered from the ground up to support modern unified managed account (UMA) and multi-style portfolio (MSP) frameworks, as well as traditional discretionary and nondiscretionary programs, Wealth Manager is a powerful solution for firms navigating the demands of a dynamic regulatory environment. Client billing Empower advisors with a streamlined billing experience. Firms can quickly configure billing across a wide range of advisory programs—including UMA, SMA, and Rep-as-Portfolio-Manager (RPM) models—using flexible templates that simplify setup and automate complex fee structures. Quickly finalize and submit billing data to custodians and downstream platforms using intuitive workflows and approval processes. Transparent fee disclosure Define and calculate fees at multiple levels including household, account, and sleeve, with support for aggregated views. Deliver the transparency clients expect in today's regulatory environment. Customizable payout engine payouts Automate even the most complex payout scenarios with a powerful rules engine. Support tailored arrangements for advisors, institutions, and third-party partners with improved security and granular controls. Insights and reporting Gain real-time visibility into fees, revenue, payouts, and billing exceptions through dynamic dashboards and alerts. Leverage built-in analytics or export data to your own warehouse for custom reporting and deeper business intelligence. Scalable high-volume processing A scalable platform that can handle billing processing for tens of thousands, and even hundreds of thousands, of accounts and UMA sleeves in sheer minutes. Process billing for hundreds to millions of accounts and UMA sleeves in minutes. Wealth Manager's architecture ensures speed, reliability, and scalability for enterprise-grade operations. █████████████████ Ì20000ED3RsÎ