The Envestnet Advisor Portal: An Integrated Approach to Managing Your Business
Deliver better outcomes for your clients with the Envestnet Advisor Portal - a robust technology experience to enhance your client relationships on their journey to achieving financial wellness.
As a leader in our industry for more than 20 years, we understand the unique, evolving needs of both advisors and your clients. When it comes to their finances, today’s investors want a real person to talk to – to ask questions, share concerns, and discuss scenarios. In turn, you need to be able to provide personalized advice and guidance that looks at the full scope of their financial lives – from their daily financial needs to their long-term goals.
That’s why the Envestnet Advisor Portal is already such a valuable platform for tens of thousands of advisors. It delivers instant access to every facet of your clients’ finances and enables you to integrate all aspects of client service in one place. Read our brochure to learn more.