ENVESTNET, INC.
BERWYN, PA

Leveraging Envestnet Analytics capabilities, the Envestnet Manager Portal provides key metrics that can help asset managers drive better decisions on distribution and sales. Serving as a “virtual account manager,” firms can gain deeper insight about their book of business, run day-to-day operations more efficiently, and most importantly, raise assets more quickly. What makes the Envestnet Manager Portal unique is our ability to capture essential information about the clients you serve, prospects, as well as the advisor landscape as a whole. Our analytic tools can give you an inside look at your market share at firms.  + An enhanced firm profile View detailed information by firm including deal terms and key contacts. Leverage CRM capabilities to share notes and upload, store, and share your marketing content with firms on the platform. View fee grids by product across firms and determine your research status and availability to advisors. Map your products to designated style categories by firm and get an overall picture of style allocations. Access robust reports with complete asset detail—down to sleeve level data—across firms. Determine your share of wallet and client growth rates. Leverage benchmarking tools to assess your distribution success Envestnet | PMC offers a comprehensive suite of consulting services to help institutions design and implement seemingly complex investment programs and fulfill fiduciary requirements. With Envestnet PMC provides in-depth consulting to guide advisors through the various decisions involved in building an optimal portfolio. PMC can also help enterprises design and monitor wealth management programs and ensure fiduciary responsibilities are consistently met. Create powerful proposals that give prospects a complete analysis of their wealth. Envestnet’s robust platform provides advisors with a variety of portfolio construction methods. Choose from multiple programs and products. Proposal documents can be labeled with your own branding and include colorful graphics. You can choose to integrate with a selection of leading financial planning applications and marry financial planning and client management capabilities with Envestnet's open architecture technology for investment research, portfolio construction, practice management, and performance monitoring services. Review client accounts in depth to help you understand a client’s total wealth picture. You can look at hypothetical changes, make projections, and analyze performance with a click. Contact Envestnet If you are an advisor affiliated with an independent broker-dealer firm and would like to arrange a meeting in your area, please contact: