Envestnet Platform

We use Envestnet’s platform across our entire organization, both on the asset management side and on the client service and business development side. Envestnet's platform gives us a very clear and concise picture of our client portfolios and does an excellent job providing analysis and feedback on our clients investments and portfolios.

It is very well suited for reviewing client proposals, model portfolios and analyzing underlying holdings within various funds and portfolios. Envestnet also creates very clean client reports that are easy to read and understand. We also like Envestnet's proposal tool and have used the various proposal functions and reports when pitching new business.