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Company Description

Contact Info

35 East Wacker Drive

Suite 2400

Chicago, IL 60601

United States

Phone: 312-827-2800


Envestnet, Inc. provides unified wealth management software and services to financial advisors and institutions. As of December 31, 2013, approximately 30,000 advisors used the company’s technology platform. The company works with both Independent Registered Investment Advisors (RIAs), as well as advisors associated with financial institutions such as broker-dealers and banks. Products and Services The company’s technology platform provides financial advisors with access to a series of integrated services to help them serve their clients. These services include risk assessment and selection of investment strategies and solutions, asset allocation models, research and due diligence, portfolio construction, proposal generation and paperwork preparation, model management and account rebalancing, account monitoring, customized fee billing, overlay services covering asset allocation, tax management and socially responsible investing, aggregated multi-custodian performance reporting and communication tools, as well as access to a range of third-party asset custodians. The company offers these solutions principally through the following product and services suites: Envestnet’s wealth management software empowers advisors to manage client outcomes and strengthen their practice. Its software unifies the applications and services advisors use to manage their practice and advise their clients, including financial planning; capital markets assumptions; asset allocation guidance; research and due diligence on investment managers and funds; portfolio management, trading and rebalancing; multi-custodial, aggregated performance reporting; and billing calculation and administration. Envestnet | PMC: Portfolio Management Consultants group primarily engages in consulting services providing financial advisors with additional support in addressing their clients’ needs, as well as the creation of proprietary investment solutions and products. Envestnet | PMC’s investment solutions and products include managed account and multi-manager portfolios, mutual fund portfolios and Exchange Traded Fund (ETF) portfolios. Envestnet | PMC also offers Prima Premium Research, comprising institutional-quality research and due diligence on investment managers, mutual funds, ETFs and liquid alternatives funds. Envestnet | Tamarac provides portfolio accounting, rebalancing, trading, performance reporting and client relationship management (CRM) software, principally to high-end RIAs. Vantage Reporting Solution software aggregates and manages investment data. It provides performance reporting and benchmarking giving advisors an in-depth view of clients’ various investments. 3Envestnet | WMS offers financial institutions access to an integrated wealth platform, which helps construct and manage portfolio solutions across an entire account life cycle, particularly in the area of unified managed account (UMA) trading. Technology Platform The company’s proprietary Web-based platform provides financial advisors with access to investment solutions and services that address, in one unified, centrally-hosted platform, based on its knowledge of the industry, a range of front-, middle—and back-office needs in its industry. Advise: The company’s technology platform provides financial advisors with a flexible proposal and presentation tool that is capable of creating highly customized documents, including signature-ready forms needed to open client accounts. Also, its platform includes a number of financial planning tools, such as Monte Carlo simulations, portfolio diagnostics and retirement planning which enable financial advisors to create and implement financial plans that are modified to each client’s investment goals, risk tolerance and assets. Invest: Once the investment solutions have been selected, its technology platform, through relationships the company has established with various investment managers, allows the financial advisor to access and choose from a range of investment programs, including separately managed accounts, unified managed accounts, third-party strategist programs, mutual fund and ETF programs, and others, de

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