Today's retirement advisor requires a well-documented, prudent process that unlocks scalability. From selecting a service provider to developing an Investment Policy Statement (IPS), to analyzing and managing investments - you need guidance and tools to ensure you deliver comprehensive solutions to your clients that are easy for you and your staff to manage and is effective in guiding your plan sponsors. A flexible, integrated solution that provides all the necessary tools to grow, manage and succeed.
According to a recent study, between 2011 and 2015, technology accounted for the fastest-growing expense at advisory firms, increasing at a compound annual rate of 16.6%.* You need a partner you can count on. Build your practice with our constant innovation, workflow enhancements and deep industry know-how.
*Source: Investment News, 2017 Adviser Technology Study, Driving Efficiency, Profitabiliy & Growth
Technology that is easy to implement and easy to use across your team. Get a view of your whole practice or drill down into a specific client's plan design and investments. Flexible and mobile-enabled to meet your individual needs.
The needs of your client’s plan are changing and you need to be responsive. Your practice management platform should be able to provide analysis and support the way your clients want to see it. Envestnet Retirement Solutions gives you the flexibility to respond to their unique needs.
Comprehensive reporting tool that allows you to customize your plan sponsor reports in accordance with their unique Investment Policy Statement (IPS). Easy to use, powerful portfolio analysis to guide your plan sponsors.