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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 Contextware OS?

At Contextware, the core of business process management is rooted in the desire to understand, communicate, and improve how business activities are executed. This encompasses multiple elements like "modeling," automation, and leveraging information technology, yet it fundamentally centers on the people involved. Contextware is purposefully designed with the intention of serving business users rather than merely catering to "process" experts. While it utilizes a robust and proven business process methodology to guide your experience, this is transparently communicated to users, setting it apart from traditional process modeling tools you've likely encountered, thus enhancing its user-friendliness. You won’t be required to undergo extensive training to handle intricate software; all that is needed is a clear comprehension of your responsibilities, and we take care of everything else. The design of Contextware emphasizes the priorities of business users, ensuring accessibility and intuitiveness, so that all participants can actively contribute to the journey of process improvement. Ultimately, this unique focus fosters a collaborative environment where users can readily embrace change and innovation.

Media

Media

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

$40000.00/one-time/user
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

Contextware

Date Founded

2000

Company Location

United States

Company Website

www.contextware.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

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