RG 90 Example Statement of Advice: Scaled advice for a new client
ENHANCING THE LIFECYCLE OF ADVICE...CLIENT ONBOARDING 5. CLIENT SERVICE ALIGNED WITH CLIENT...
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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 Document Vault Advice Account Opening BICE Generator Account Aggregation ENHANCING THE LIFECYCLE OF ADVICE Using Advanced Technology to Improve Onboarding and Create a Better Client Experience Data Aggregation Financial Planning + Core Platform Reports Risk Analytics • Better Client Experience • Deeper Engagement with Clients • Full Transparency Retirement 401K 0% 100% About Envestnet Envestnet, 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. FOR HOME OFFICE AND ADVISOR USE ONLY. © 2016 Envestnet, Inc. All rights reserved.
Transcript of 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
0% 100%
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.
FOR HOME OFFICE AND ADVISOR USE ONLY. © 2016 Envestnet, Inc. All rights reserved.
