Description

Envestnet is a unified advisory platform designed for financial advisors and fund administrators. It enables users to create and manage holistic purchase recommendations, record client requirements in an investment policy statement, streamline and generate what-if scenarios, build client-level customization by updating drift parameters, leverage asset allocation advice, monitor business and associate with fiduciary standards, as well as contrive and aggregate complementary set of configurable modules. Features include proposal management, PMC Consulting capability, graphics support, portfolio analysis, performance monitoring, compliance optimization, remittance management, and distribution management. Modules include Advisor Portal, Manager Portal, Enterprise Portal, and Client Portal.