Bringing you live news and features since 2006 

Envestnet adds Navigator tool to Advisor Suite

RELATED TOPICS​

Envestnet has integrated the Envestnet | PMC Portfolio Navigator into its Advisor Suite, providing streamlined access to its consulting and research offering and enabling customisation at the enterprise level. 

The tool filters more than 1,500 multi-asset class portfolio solutions, using five questions, in order to help advisers address a variety of investment needs for end investors.
 
This integration also makes Envestnet | PMC's capabilities available to financial advisors on a 24/7 basis. The simplified filtering capability provided on the platform makes it easier for advisers to select the best fit products and strategists for their clients. Enterprises will be able to customise the filtered set of portfolio solutions or can use the Envestnet | PMC consulting team to assist in the design of investment programmes.
 
"Enterprises and advisers are under more pressure than ever to demonstrate their value and strengthen engagement with clients," says James Patrick, executive vice president and head of adviser services at Envestnet. "Portfolio Navigator empowers a wider array of advisors to harness and customise Envestnet's portfolio management consulting resources to help their clients make investment decisions that can lead to better outcomes."
 
First announced at the Envestnet Advisor Summit in 2015, the Portfolio Navigator prototype has been in beta testing with some of Envestnet's largest enterprise clients, including Lincoln Financial Network.
 
“We believe Envestnet's integration of this technology into the platform is going to significantly streamline the proposal and investment selection process for our advisers, allowing them to spend more time with prospects and clients," says Sean Meighan, AVP, advisory sales and consulting at Lincoln Financial Network. 

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
ETFs
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by