The Wealth Management Platform Experience Guide
Envestnet’s Wealth Management Platform technology helps you stay connected to every step of the investor life cycle. We achieve this through the use of our proprietary tools and capabilities and by integrating your technology to create an experience configured to your needs.
Take a tour through the Envestnet platform and learn more about how our tools interconnect with each other, in an interactive way. From planning to proposal, trading and reporting, on through our Client Portal and administration, this microapp takes you through the Envestnet wealth management ecosystem step-by-step.