Envestnet Investment Portfolio Management Tool Review

Envestnet is a comprehensive financial planning solution that empowers financial advisors to differentiate their asset value for more clients and create simple plans in minutes. It provides insights for making wise investment decisions and integrates with various tech and financial services CRMs.

Price

You can request a quote on the Envestnet website to get pricing information.

Reviews

Envestnet offers a comprehensive financial planning solution that empowers financial advisors to differentiate their asset value for more clients and create simple plans in minutes.

Features

Envestnet provides clients with tools to save money through tax-efficient strategies, evaluate needs in different situations, and demonstrate various payment programs to reduce student loan payments.

Functionality

Envestnet empowers advisors to deliver an engaging and personalized client experience, view portfolio performance data, and execute tax management strategies, all from a single platform.

Benefits

Envestnet helps advisors grow, maintain, and expand their businesses while setting up their clients for financial success globally.