enhancing the lifecycle of advice...client onboarding 5. client service aligned with client...

www.envestnet.com/fiduciary

Adopting a fully-integrated technology platform empowers the advisor of the future

GOAL=BETTER OUTCOMES

CRM

1. KNOW YOUR CLIENT BETTER

2. OBTAIN A HOLISTIC VIEW OF CLIENT’S HOUSEHOLD

3. ALIGN INVESTMENTS TO CLIENT’S BEST INTEREST

4. UNIFY WEALTH MANAGEMENT TO ACCELERATE CLIENT ONBOARDING

5. CLIENT SERVICE ALIGNED WITH CLIENT PREFERENCES

Disclosures

DocumentVault

Advice

AccountOpening

BICE Generator

Account Aggregation

ENHANCING THE LIFECYCLE OF ADVICEUsing Advanced Technology to Improve Onboarding

and Create a Better Client Experience

DataAggregation

FinancialPlanning +

FinancialPlanning

ProposalGeneration

InvestmentProducts

PortfolioManagement

AccountServices

PersonalFinancial

Management

PortfolioOverlay (Tax)

DocumentVault

CRM

PortfolioRebalancing

AssetAllocation

BillingOversight PortfolioAccounting

Systems

DataAggregation

CustodialPlatforms

ManagerTrading

YodleeFinApps

OtherTools

PortfolioAnalysis

Research

ReportingServices

DataAnalytics

ModelManagement

FinanceLogix

Mobile

Core Platform

Reports

Risk

Analytics

• Better Client Experience• Deeper Engagement with Clients• Full Transparency

Retirement

401K

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About EnvestnetEnvestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to financial enterprises and advisors. Our solutions unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Envestnet enables the transformation of wealth management into a transparent, independent, objective, and fiduciary standard of care, and empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

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