Estee Faranda Jimerson, Managing Director, Head of Asset Manager Network, Envestnet met with Julie Cooling, Founder & CEO, RIA Channel at the 2019 Envestnet Advisor Summit to discuss the platform’s powerful network of advisors and asset managers.
Envestnet, an open architecture platform, allows advisors access to integrated portfolios, practice management, and reporting solutions all in one login. The network encompasses roughly 96,000 advisors on the wealth management platform and over 500 asset managers distributing through it. “There’s really nothing like it out there,” says Jimerson on Envestnet’s sheer size and scalability. Designed to serve all kinds of advisors, Envestnet is custodian agnostic and works across all channels, with the exception of wirehouse broker/dealer representatives.
Envestnet hosts a huge variety of mutual funds, SMAs, ETFs and models, as well as products available through any custodian’s platform. “We’ve got just about anything an advisor could need,” says Jimerson.
For more information, head to Envestnet.com.