Flexibility on your terms
Maximize your time and highlight your value to clients as you oversee the lifecycle of their advisory assets with our proprietary, in-house investment management platform.
Powered by Envestnet’s technology and connected infrastructure, the robust features and functionality of Wealth Management Platform (WMP) support your delivery of investment management services to your clients. This comprehensive advisory platform acts as a one-stop shop for all your and your clients' needs.
Your advisory options
Our web-based platform is backed by leading research and technology with four distinct advisory programs, supported by an expert team of internal consultants. You determine how you want to manage your clients’ money.
Unified Managed Accounts
Comprehensive program with flexibility to use all the WMP advisory platforms in a single account
Genesis Model Portfolios
A model portfolio program with a best-in-class lineup of strategists to build your clients’ portfolios
Separately Managed Accounts
A separate account managers platform for clients with sophisticated and more complex needs
Advisor Managed Portfolios
A rep-managed platform for complete control over the investment process from portfolio construction to management
Maximize the tools in your practice
Teams of experts are available to help you navigate products and programs, and help provide solutions for your client proposals.