Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Axero Reviews & Ratings
    159 Ratings
    Company Website
  • Moxo Reviews & Ratings
    210 Ratings
    Company Website
  • Nasdaq Boardvantage Reviews & Ratings
    238 Ratings
    Company Website
  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • Claromentis Reviews & Ratings
    87 Ratings
    Company Website
  • My Member Software Reviews & Ratings
    25 Ratings
    Company Website
  • MyHub Intranet Software Reviews & Ratings
    67 Ratings
    Company Website
  • Allvue Reviews & Ratings
    5 Ratings
  • ConnectWise RMM Reviews & Ratings
    104 Ratings
    Company Website
  • Nexo Reviews & Ratings
    16,155 Ratings
    Company Website

What is Envestnet Portal?

Envestnet provides an integrated multi-portal platform aimed at enhancing the wealth management journey. By aligning data across our vast network, we deliver valuable insights and actionable intelligence that supports growth and improves client outcomes. Our unified portals act as all-encompassing solutions that are readily available, addressing every essential element of the advisory process. Notably, the advisor portal is designed for efficiency, enabling financial advisors to focus on client engagement while reducing the time devoted to administrative and back-office tasks. In contrast, the manager portal serves as a powerful tool for third-party strategists and separate account managers, helping them to efficiently oversee client portfolios on behalf of advisors. Additionally, managers have access to sophisticated analytics and reporting capabilities, empowering them to make educated choices about distribution strategies and deepen their understanding of their business portfolios. This comprehensive strategy not only boosts operational efficiency but also strengthens client relationships and propels success in wealth management, ultimately creating a more effective ecosystem for all stakeholders involved. Furthermore, this interconnected approach ensures that all parties can adapt swiftly to changing market conditions, enhancing the overall efficacy of the services provided.

What is Aderant Drive?

Aderant Drive enables law firms with abundant data to establish secure client portals for seamless interaction between the firm and its clients. Utilizing the firm's current technology along with the security measures provided by Office 365, Drive effectively manages extranets. This innovative solution eliminates the technical challenges associated with the creation and maintenance of extranets, thereby enhancing client service through improved responsiveness, transparency, and overall value. As a result, law firms can focus more on their core services while ensuring client interactions are streamlined and secure.

Media

Media

No images available

Integrations Supported

CircleBlack
MoneyGuidePro

Integrations Supported

CircleBlack
MoneyGuidePro

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Envestnet

Date Founded

2008

Company Location

United States

Company Website

www.envestnet.com/ourplatform

Company Facts

Organization Name

Aderant

Date Founded

1978

Company Location

United States

Company Website

www.aderant.com

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Popular Alternatives

Popular Alternatives

BITA Risk Reviews & Ratings

BITA Risk

corfinancial
DynamicPoint Portals Reviews & Ratings

DynamicPoint Portals

DynamicPoint