Transforming the Wealth Management Delivery Process

Regional U.S. Bank Trust Client

Working with Envestnet | WMS since 2013

Bank launches scalable portfolio management that employs a more consistent philosophy and investment process with a combination of internal and external managers.

A large regional bank sought to expand their wealth management business with a clear vision to create a sustainable investment value proposition that emphasized objectivity and consistency. They wanted to improve productivity and attract, nurture, and retain quality advisory services professionals to reposition their firm to be more client-centric.

Envestnet | WMS enabled the bank to deliver a holistic open architecture platform to help scale the delivery of advice through integrated overlay portfolio management, investment research and analytics, and performance reporting tools. An integrated proposal generator enabled investment professionals to streamline their workflow. WMS’ dedicated wealth consultants provided support at the point of sale to help portfolio managers communicate their value proposition around client needs.