Envestnet | Retirement Solutions (ERS) offers you a holistic approach to retirement practice management.

Growing and running a thriving business takes focus. Winning new clients, delivering results and keeping commitments is made easier when you have the right technology and customized investment solutions at your fingertips.

Manage and Grow your Retirement Practice
Manage and Grow

Practice Advantage™ Workstation

  • Combines investment tools, processes and analytics into web-based application
  • Fully customizable dashboard and report generator, branded to your practice
  • Built-in Customer Relationship Management (CRM), Request For Proposal(RFP)/Provider Search tool
  • Plan Sponsor-accessible Document Vault
  • Integrated Recordkeeper Request for Proposal (RFP)

Data Management, Analytics, Reporting

  • Ability to identify and establish plans outside the traditional turnkey environments
  • Single view ability to manage all regulatory reporting
  • 408(b)(2)and 404a-5
  • Web-Based/Instant Benchmarks Reporting that can be used for any plan size
  • User-friendly reports

Outsourced Investment Advice and Management -
Envestnet Fiduciary Advantage®

  • Support and protect your Plan Sponsors with Outsourced Investment Fiduciary Support
    • 3(38) Investment Management
    • 3(21) Investment Advice
  • Independent, and un-tethered to any single recordkeeper platform
  • Customized, plan specific investment reports delivered to you and your plan sponsors

Participant Advantage® -
Next Generation Managed Account Solutions

As the plan Advisor, you ensure the investment philosophy, fund selection, reporting, and communications are in line with the goals and objectives of the plan – We give you the tools to make it easy.

  • ERS Managed Accounts
    • A Managed Qualified Default Investment Alternative (QDIA)
    • Patented participant advice engine
  • Financial Wellness*
    • ERS Financial.fit™ - a dynamic mobile solution fully integrated with our Managed Account solution
  • Model Management
    • Design and deliver your investment models or your asset manager or fund strategists' right through our Practice Advantage™ platform
  • Collective Investment Trusts (CITs)
    • Institutionally priced, professionally managed portfolios designed to enhance participant's outcomes
* Scheduled release Q1 2019. Subject to change.