Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance your automation processes and improve advisor efficiency with our all-in-one digital wealth management platform. Create a more cohesive and connected experience in digital wealth management. Identify your primary challenge, and we will lead you to the most suitable solution. Our goal is to provide a seamless and integrated digital wealth management experience for your advisors. We offer comprehensive software that effectively manages the digital wealth landscape. Address the wealth requirements of advisors and clients across various sectors, including investments, banking, and insurance, on a robust platform that aligns with your existing technology ecosystem. Inconsistent and disconnected data can hinder decision-making and outcomes. We employ a unique methodology to streamline and unify your data effectively. Our user-friendly applications accelerate market readiness and facilitate smarter, quicker decision-making. By merging our extensive wealth management knowledge with enterprise software expertise, we deliver tailored, innovative solutions designed to meet your business needs. Our commitment is to ensure that you remain at the forefront of wealth management technology.
Description
The Envestnet Wealth Management Platform powers the modern advisor experience through a fully integrated ecosystem that connects planning, portfolio management, and data intelligence. Designed to streamline the wealth management lifecycle—from client onboarding to reporting—it gives advisors a single, unified interface for all core functions. The platform supports key workflows such as financial planning, proposal generation, account opening, billing, trading, and client reporting, helping firms deliver personalized advice efficiently. Leveraging curated in-house and third-party data, Envestnet provides actionable insights that help advisors make informed investment decisions and anticipate client needs. Its modular design allows firms to configure technology stacks that match their business models while maintaining compliance and scalability. With a vast network of integration partners, Envestnet delivers a true all-in-one system, not just a collection of point solutions. Recognized as an industry leader in innovation, the platform enables advisors to expand services, improve client engagement, and grow revenue. Ultimately, the Envestnet Wealth Management Platform transforms fragmented workflows into a cohesive, intelligent digital experience for financial professionals and their clients.
API Access
Has API
No
API Access
Has API
No
Integrations
CircleBlack
No
MoneyGuide
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Advisor360°
Country
United States
Website
www.advisor360.com
Vendor Details
Company Name
Envestnet
Founded
1999
Country
United States
Website
www.envestnet.com/wealth-management/software