Proposal tool

Help your clients bring their financial plans to life with our portfolio construction tool 

Proposal tools hero

Put client assets to work faster

Our Proposal tool seamlessly guides you through incorporating client risk, finding appropriate investment products, setting up account restrictions and instructions, determining and customizing fees, generating the proposal document, and gathering signatures. ​

A plan-to-execution application
Seamless integration

Create a financial plan and launch into the proposal with pre-populated data

Portfolio customization capabilities

Access to in-line product research while building personalized models and selecting products

Ongoing account maintenance

Add or change existing investment strategies and set up deposit and withdrawal transactions

Proposal

Wealth Solutions

Exchanges

A streamlined process

Expand your offerings through a consultative approach

Address your clients’ full financial life cycle with these solutions

Free Demo

Experience how Envestnet’s Proposal tool technology is putting client assets to work faster

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Join our quarterly digest highlighting Envestnet’s technology updates.
Personalized portfolios

Learn more about our custom portfolio solutions, including tax management and values overlay, direct indexing, high-net-worth consulting, and other strategies in the platform.

CLIENT STORY

How Park Avenue Securities helps drives business with Envestnet

“Envestnet’s research team is an extension of my team. I have day-to-day access to professionals who are able to analyze client’s portfolios, set up the right asset allocation based on the objective of my clients. All of that is at my fingertips on a daily basis.” -Alexandre Quantin, Partner at USAFrance Financials

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