Client Management Ensure client information on ENV is synchronized with a firm’s CRM system. Envestnet
Client Management + Docs With Client Management + Documentation, the most up-to-date client information is always synchronized with a firm’s CRM system. Client documents are automatically shared through our secure Client Vault. Envestnet
Performance Reporting Envestnet’s Performance Reporting tools generate performance metrics and download statements on-demand. Envestnet
Proposal Prefill Proposal Prefill saves time and effort by creating a base proposal with prefilled information for your advisors to complete via the Envestnet interface. Envestnet
Proposal Prefill Plus Proposal Prefill Plus saves time and effort by creating a proposal with prefilled information for your advisors to complete via the Envestnet interface. Envestnet