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Ratings and Reviews 0 Ratings
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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 Assembly?
Assembly functions as an all-encompassing solution for engaging clients and handling back-office tasks, specifically designed for technology-oriented professional service firms such as those in consulting, law, accounting, real estate, marketing, and technology. By merging multiple tools into one branded client portal, it allows businesses to effortlessly connect, communicate, invoice, share documents, and oversee tasks from the initial sale to comprehensive operations. This platform significantly improves visibility into client relationships across the organization, employing secure AI technology to streamline workflows and save precious time. Additionally, Assembly integrates easily with existing business applications through various channels, including embeds, Zapier, Make, or its adaptable API, and supports the creation of custom applications. Some of its notable features include secure messaging, document sharing, one-click payment invoicing, electronic signatures, storefront options for service productization, customizable forms, and task management capabilities. The platform is designed to deliver outstanding, modern client experiences while maintaining strong security protocols and adhering to HIPAA regulations. With its forward-thinking approach, Assembly not only simplifies operational processes but also significantly enhances overall client satisfaction, making it an indispensable tool for professional services. As a result, organizations using Assembly can expect to see improvements in efficiency and client engagement, ultimately driving their success in competitive markets.
Integrations Supported
Airtable
App Store
Cal.com
Calendly
CircleBlack
ClickUp
Figma
Google Analytics
Google Docs
Google Drive
Integrations Supported
Airtable
App Store
Cal.com
Calendly
CircleBlack
ClickUp
Figma
Google Analytics
Google Docs
Google Drive
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$39 per month
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
Assembly
Date Founded
2020
Company Location
United States
Company Website
assembly.com
Categories and Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Categories and Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search