Investor Portal

Advisor Now™

The next generation of your advice™

Advisor Now is a turnkey and fully brandable digital advice offering that automates the process of goal planning, portfolio selection, account opening, fund transfers, client communications and more.

  • Meet the growing online and mobile communication demands of your clients
  • Capture the next generation of investors more profitably
  • Compete in the digital advice marketplace

Envestnet provides comprehensive manager research, portfolio consulting and portfolio management – giving you tremendous flexibility to deliver the model portfolios you want to your Advisor Now clients.

Built in the trusted Envestnet platform that’s used by over 40,000 advisors, Advisor Now leverages our scalable technology and broad range of service models to support your processes and regulatory obligations.

*Slated for release in 2016. Subject to change and availability.
Investor Portal