Literature Type: Platform Solutions

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Advisor Now Brochure
Platform Solutions, Misc Downloads
Format: pdf
Publication Date: 06/16

With Advisor Now, we help advisors and institutions enhance a client’s investing journey, personalizing the approach to advice according to the needs of the investor. Our innovative digital storefront is built from a reputable wealth advisory platform that adheres to the highest fi duciary standard of care.

Aggregated Reporting Made Easier with ByAllAccounts
Platform Solutions
Format: pdf
Publication Date: 06/12

Get a holistic view of client accounts, every day, and report on many types of investable assets including 401(k)s, 529 plans and more.

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 | Yodlee Financial Wellness Solutions
Literature, Platform Solutions
Format: pdf
Publication Date: 09/16

Now you can revolutionize your digital banking, personal finance, and money management offerings with Envestnet® | Yodlee® Financial Wellness Solutions. Combining innovative technology, analytical data, and responsive design, Yodlee Financial Wellness Solutions can be deployed seamlessly across multiple digital channels to increase user engagement and strengthen client loyalty.