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