1. Financial Planning + Risk Profiling
Access a variety of fully integrated proprietary planning capabilities that include risk profiling and retirement income planning.
2. Portfolio Analysis
Provide side-by-side comparisons of an existing portfolio against a recommended strategy. Perform “what-if” scenarios to help assess the probable success the investment strategy may have in meeting your client’s goals.
3. Asset Allocation Tools
Build and document customized, pre-established or third-party model allocations using a robust asset allocation module whether you are a financial advisor or a broker-dealer with a dual registration.
4. Research + Due Diligence
Review and evaluate performance and statistics through both proprietary and third-party research to conduct deeper analysis and gain added due diligence capabilities. Extensive filter tools also allow you to drill down to identify only those investment products that meet your specified criteria.
5. Portfolio Construction
Create comprehensive investment proposals that will integrate your client’s risk profile with robust analytics and a choice of multiple programs and overlay strategies. Build and manage portfolios with assets of all different types that incorporate off-platform assets.
6. Investment Program Selection
Choose from a wide range of investment solutions that include unified managed accounts, separately managed accounts, mutual fund strategies, third-party strategist solutions, sustainable investing solutions and advisor-as-portfolio-manager models. Assess portfolios holistically across multiple programs, custodians and registrations utilizing our unified managed household capabilities.
7. PMC, Envestnet’s Portfolio Consulting Group
Harness the power of PMC as it adds value across all stages of the investment process by assisting with construction of customized portfolios, conducting rigorous research on asset managers and investment vehicles, creating tools to streamline an advisor’s practice and by developing innovative solutions that address unmet investment needs.
8. Proposal Generation + Fee Calculation
Access our dynamic proposal generator to create investment proposals that are tailored to each client. Aggregated views of current assets – including those “held away” – allow for a more comprehensive investment recommendation.
9. Account Opening + Servicing
Realize added efficiency from an automated account opening process that pre-populates data across the platform. Track service requests and manage accounts more efficiently and effectively.
10. Custodial + Trading Interface
Utilize custodial and trading interfaces (trading platform is provided exclusively for the advisor-as-portfolio-manager model) with dozens of firms to gain access to an integrated platform that can accommodate the disparate functions of your practice.
11. Portfolio Overlay + Rebalancing
Add greater dimension to portfolio construction and management with tax overlay and management services, SRI overlay screens, and market risk management programs.
12. Reporting Solutions
View fully reconciled data of client accounts and design customizable quarterly reports. Utilize our comprehensive library of performance reports to more accurately aggregate assets of different types from multiple locations.
13. Billing + Account Administration
Streamline account management with account administration capabilities that include account set-up, account funding, back-office administration, and program billing involving calculation, and the remittance and processing of account fees.
14. Compliance + Fiduciary Notes
Access Fiduciary Oversight Notes (FON) to help guide your investment decision making, then record those decisions in a fiduciary oversight report.
15. Communication + Education
Stay current with news and announcements relevant to your clients’ accounts. Create customized advisor alerts and notifications while maintaining current marketing materials and resources.