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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.
所属专题
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手机号码吉凶测试

手机号码吉凶测试测试您的手机号码是凶是吉及所蕴含的运势特征,揭示其所蕴含的暗示信息。虽然这只是一个号码,但是它与您的生活息息相关,也是您与很多人沟通的桥梁!所以『吉』与『凶』可能会有一定的影响,不可轻视! 传说中,数字是一种符号,人们经常随身携带的符号则具有特定的暗示力,您相信吗?娱乐之用,切勿迷信!...

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  • 置顶 华军网友 2016-10-31 09:22:28
    亲测Envestnet的使用过程流畅无闪退,唯一的缺点就是占用内存稍稍有些大,不过也无伤大雅。
  • 置顶 华军网友 2015-10-15 14:50:26
    之前找了其他的与这个Envestnet类似的软件,唯独这个满意,而且还是免费软件
  • 置顶 华军网友 2016-06-18 00:44:27
    Envestnet1.5下载好慢,不知道是不是我网速问题,继续等待……
  • 置顶 华军网友 2016-03-03 03:11:56
    Envestnet1.5顺利下载完成,很不错,Envestnet最新版本就是棒
  • 置顶 华军网友 2016-09-25 19:06:42
    最近试试看这个Envestnet,如果好用的话会向朋友推荐的。
  • 10楼 华军网友 2017-05-05 10:30:51
    很好,Envestnet1.5已安装并使用了,谢谢!
  • 9楼 华军网友 2017-04-30 07:53:34
    感觉比Envestnet上一个版本好用,英语版免费软件
  • 8楼 华军网友 2015-10-04 08:18:45
    Envestnet超级棒!点一亿个赞
  • 7楼 华军网友 2015-05-12 18:43:52
    Envestnet的评论不应该这么冷清啊,我来加把力
  • 6楼 华军网友 2015-02-26 12:39:39
    最近觉得Envestnet很不错!我经常用金融财务!
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