![]() ![]() ![]() They believe that their investment solutions and services allow financial advisors to be more efficient and effective in the activities critical to their businesses by facilitating client interactions, supporting and enhancing portfolio management and analysis, and enabling reliable account support and administration. They focus their technology development efforts and their sales and marketing approach on addressing financial advisors' front-, middle- and back-office needs. They work with financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions, which they refer to as enterprise clients. By integrating a wide range of investment solutions and services, their technology platform provides financial advisors with the flexibility to address their clients' needs. Envestnet is a leading independent provider of technology-enabled, Web-based investment solutions and services to financial advisors.
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