Literature Category: Envestnet Platform Tools

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Envestnet Tax Management Services
Platform Solutions
Format: pdf
Publication Date: 11/13

Many advisors deal with taxes reactively—when either the market or the client’s desire for cash requires some tactical maneuvering. Envestnet has a better idea: Make your client’s tax plan proactive, systematic and strategic. Envestnet’s Tax Management Services are available under two programs—a Tax Transition Service as well as Ongoing Tax Management.

Envestnet's Advisor as Portfolio Manager Program
Platform Solutions
Format: pdf
Publication Date: 04/15

Create, maintain and implement custom portfolio models and streamline your business. With the Envestnet APM advisor-directed program, you can combine the advantages of outsourcing investment management with the control of managing your own portfolios.

Envestnet's Advisor Suite Platform
Platform Solutions
Format: pdf
Publication Date: 01/16

Leverage an enhanced advisor portal with applications that integrate all your client-focused efforts to manage wealth more effectively.

Envestnet's PlanHorizon Retirement Solution
Platform Solutions
Format: pdf
Publication Date: 11/12

PlanHorizon is a fully integrated time-segmented distribution strategy designed to bridge the gap from wealth accumulation to retirement income distribution. The strategy is comprised of multiple investment accounts, which work in concert across multiple time periods. Together, the accounts give advisors and clients the ability to work through current and future needs.

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