Improve Outcomes for Your Firm, Investment Professionals and Clients

The Envestnet Advisor Suite™
The Envestnet Advisor Suite™ gives you the tools to conquer complexity and drive your success through integrated portfolio, practice management, and reporting solutions.

28 of the 50 leading banks* use Envestnet to help design, develop, and deploy a more profitable operating model for managing their client’s retail, high-net-worth, and institutional businesses. Whether you oversee personal trust, institutional trust, family office, bank brokerage, or other channels within your bank, you face increasingly complex demands to advise and serve your clients, as well as to grow your business and effectively manage risks.

*Source: FDIC’s database of Statistics on Depository Institutions as of 9/30/2013

Tabbed Content