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Envestnet

Envestnet

Envestnet 1.5Envestnet手机版

  • 版  本:1.5
  • 软件授权:免费软件
  • 软件类型:国产软件
  • 软件语言:英语
  • 更新时间:2017/07/25 12:04:49
  • 应用平台:ios
  • 软件官网:官方网站
  • 软件大小:0.6 M
Envestnet 打开手机版页面
基本简介
Envestnet
Envestnet delivers an end-to-end platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. The state-of-the-art platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key features of the Envestnet platform include:

- Portfolio Analysis: The platform empowers an advisor to conduct deep portfolio diagnostics on a portfolio for greater transparency, perform "what-if" scenarios to help assess the probable success of a strategy's ability to meet client goals, and view side-by-side comparisons of a proposed investment vs. a target allocation.

- Filter and Comparison Tools: The platform provides access to objective investment research on a broad list of asset managers, including access to 90% of the Cerulli top 100 managers of separately managed accounts, and more than 35 strategists under three broad categories: strategic, tactical and dynamic. Filter tools allow advisors to drill down and identify only those investment products that meet their specified criteria. Comparison tools allow advisors to see comparisons of products either graphically - by performance, risk-return, product sector, holdings, or asset allocation - or by investment profile.

- Advanced Proposal Generation: The platform offers capabilities to build more comprehensive investment proposals that incorporate UMH capabilities and mechanisms for fiduciary oversight, and allow advisors to perform advanced portfolio analysis on current and proposed investment strategies.

- Investment Solutions: The platform provides advisors access to a full complement of investment options: separately managed accounts, mutual funds, mutual fund wrap portfolios, multi-manager accounts, ETFs, fee-based brokerage solutions, alternative investments and fixed income solutions along with more than 100 world-class institutional asset managers at reduced minimum investments.

- Performance Reporting: The platform provides an extensive roster of multi-custodian performance reports at several different levels. The key benefits to Envestnet’s integrated reporting capabilities include: data accuracy with fully reconciled, trade-ready accounts daily; full transparency with account details available down to the transaction level; data ownership; customizable capabilities to create user defined reporting groups; competitive pricing as compared to other reporting solutions; and increased efficiency with reports available online at the advisor and investor levels.
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电脑定时关机助手,其中定时关机ZHUEi是一款定时电脑定时关机辅助软件。安全、小巧、方便!完全免费!以绿色安全进行任务处理,对电脑无影响! 操作方式有定时或倒计时可供选择。想了解更多关于电脑定时关机助手内容么?想知道那些软件免费么?华军小编为你整理了各类电脑定时关机助手内容,快来下载吧!...

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  • 置顶 华军网友 2017-02-17 14:04:43
    以前一直在用这个Envestnet,不过用腻了,想换换其它的金融财务
  • 置顶 华军网友 2017-01-20 11:53:19
    这个Envestnet要怎么用啊,我是小白,求解释
  • 置顶 华军网友 2016-11-01 08:23:23
    那個才是下載點啊!
  • 置顶 华军网友 2016-09-07 10:58:15
    按哪个下载
  • 置顶 华军网友 2016-08-18 11:15:17
    简直是神应用,给Envestnet赞一个,会一直支持下去的。
  • 10楼 华军网友 2016-05-03 16:49:45
    超级喜欢使用Envestnet,这次下载Envestnet1.5非常快速,还是最新版本,大力推荐
  • 9楼 华军网友 2016-04-16 11:22:49
    很不错!Envestnet用户体验做的越来越棒了,我会一直支持下去的!
  • 8楼 华军网友 2016-02-08 20:26:53
    电脑问题 真的
  • 7楼 华军网友 2015-07-12 14:10:29
    国产软件的Envestnet就是好用,有机会体验下其它类型的
  • 6楼 华军网友 2015-02-23 21:21:24
    金融财务软件我只认Envestnet,功能强大不说,Envestnet1.5软件才0.6MB。
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