| | Call Details | Envestnet, Inc. Earnings Conference Call (Q4 2012) Scheduled
to start Thu, Feb 14, 2013, 5:00 pm Eastern-- this event is ongoing now--
| | About Envestnet Inc
(NYSE:ENV) | Other Calls | | Envestnet, Inc. provides technology-enabled, Web-based investment solutions and services to financial advisors. Its integrated technology platform allows financial advisors to provide their clients with investment solutions and services. The company's technology platform, Unified Wealth Management Platform, provides financial advisors with a series of integrated services to help them serve their clients, including risk assessment and selection of investment strategies, asset allocation models, research and due diligence, portfolio construction, proposal generation and paperwork preparation, model management and account rebalancing, account monitoring, customized fee billing, overlay services covering asset allocation, tax management and socially responsible investing, and aggregated multi-custodian performance reporting and communication tools, as well as access to a range of third-party asset custodians. It also offers Web-based access to a range of technology-enabled investment solutions, including separately managed accounts (SMAs), which allow advisors to offer their investor clients a managed portfolio of securities with a personalized tax basis; unified managed accounts (UMAs) that allow the advisor to use various types of investment vehicles in one account; advisor-directed portfolios, where advisors create, implement, and maintain their own investment portfolio models to address specific client needs; mutual funds and portfolios of exchange-traded funds (ETFs); and access to a range of investment managers and investment strategists. The company was founded in 1999 and is headquartered in Chicago, Illinois. |
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