5 Key Potential Benefits of a Unified Managed Account Solution
Optimize your operational efficiencywith less administrative overhead and trading risk.
Improve your competitive advantagewith the potential for manager cost-savings and a higher degree of customization to meet individual investor needs through the benefits of individual security ownership.
Save more timepreparing for client and prospect meetings with automated proposal generation, investment research, and analysis tools.
Simplify the manager transition processwith a single-contract platform which eliminates the need for multiple manager contracts or additional client signatures when you change managers.
Add value and customized solution with differentiating serviceslike overlay services and our Credit Exchange and Insurance Exchange* through the Envestnet platform.