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2016 Envestnet Advisor Summit

At this three-day event, discover the latest investment trends, market intelligence, and technology innovations that are redefining financial services.

Expertise for an Advisory Edge

Advanced research, integrated analytics, and expert advisory support to help build winning portfolios and recommendations.

Unmatched Investment Access

Broad access to more than 15,000 products, hundreds of SMA managers, and our elite network of strategists.

Integrated Financial Management

Automatic monitoring, efficient rebalancing, and archivable
action plans that help meet compliance standards.

Comprehensive
Performance Reporting

Create customized, branded, and easy-to-read reports that can incorporate data from hundreds of sources.

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Preparing for the
DOL Fiduciary Rule
Understanding the Impact and Opportunities to Your Service Models Learn More