Products launched
fast and efficiently

Manage the account opening process for finalized proposals. 

Ensure client information on ENV is synchronized with a firm’s CRM system.

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.

Receive nightly updates of your information on our platform.

A complete digital solution for client onboarding and support.

Build your own investor portal using client-focused APIs

Envestnet’s Performance Reporting tools generate performance metrics and download statements on-demand.

Proposal Prefill saves time and effort by creating a base proposal with prefilled information for your advisors to complete via the Envestnet interface.

Proposal Prefill Plus saves time and effort by creating a proposal with prefilled information for your advisors to complete via the Envestnet interface.

Create and manage Service Requests such as Raise Cash, Systematic Withdrawals, and Terminate Accounts.