Partnership with Advantages

Helping advisors build their business and doing it within a compliance framework that brings confidence to your team.

The retirement industry is constantly evolving. Driven by increasingly stringent regulatory requirements, fee compression and an ever increasing need for value-added tools are just a few challenges that drive and direct your choices and decisions. Partnerships matter. Envestnet | Retirement Solutions (ERS) delivers comprehensive solutions to the Broker Dealer community to expand your practice while enabling compliance and supervision oversight.

  • Data Management and Analytics
  • Integrated Retirement Platform Technology
  • Full Service Fiduciary Outsourcing
  • Institutional-caliber research
  • Investment products and an experienced staff of investment professionals

You cannot manage, what you cannot measure.
Practice AdvantageTM can help.

Providing practice management tools is the cornerstone to growing a successful, compliant retirement practice. You have a birds-eye view to your advisor's dashboard, investment analytics, fund research and monitoring and so much more. An integrated Investment Policy Statement (IPS) and deep plan analytics give you and your advisors the necessary tools to grow, manage and advise your retirement plan clients.

Outsourced Fiduciary protection

Why be exposed to unnecessary risk – Fiduciary Advantage® is the solution.

Being a plan fiduciary isn’t to be taken lightly. Regardless of the regulatory environment, Plan Sponsors expect more. Working with your plan advisor, Envestnet Retirement Solutions provides recommended investment line-ups backed by research from a team of experienced investment professionals. Powered by technology, institutional-caliber research, and an experienced staff of investment professionals, Envestnet Retirement Solutions shifts the investment fiduciary burden. We enhance your plan sponsor – and plan participant relationship with regular investment selection, monitoring and customized reporting – fully integrated with your current retirement plan recordkeeper. Fiduciary protection, without making unnecessary changes to investment line-up.

Envestnet Fiduciary Advantage®

Service Type 3(21)
Investment Advice
Investment Management
Investment Research
IPS Templates
ERS SCORE™ Methodology
Investment Selection
Investment Monitoring
Replace / Recommendation
Periodic / On-demand Reporting
Advisor / Sponsor Input on Initial Line Up
Investment Discretion & Responsibility
Managed Portfolios / Qualified Default Investment Alternatives
Services listed above are subject to change and are based upon contractual agreement.