To help advisors expand their existing client base and provide multi-generational investing services, WealthBuilder allows advisors to make professionally managed portfolios accessible to a broader group of investors, including younger investors looking to begin their retirement savings, parents setting up accounts for children, college accounts, friends and family of existing clients as well as IRAs and UTMAs.
ABOUT ENVESTNET (NYSE: ENV)Envestnet, Inc. (NYSE: ENV) is a leading provider of technology-enabled wealth management solutions to investment advisors. Envestnet's Advisor Suite® software empowers advisors to better manage client outcomes and strengthen their practice. Envestnet offers advanced portfolio solutions through its Portfolio Management Consultants Group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software. Envestnet | Prima provides institutional-quality research and due diligence on investment and fund managers. Envestnet | Vantage™ gives advisors an in-depth view of clients' investments, empowering them to give holistic, personalized advice.
For more information on Envestnet, please visit www.envestnet.com.
Media Jami Schlicher, JCPR(973) 850-7309 firstname.lastname@example.orgSOURCE Envestnet, Inc.