Advisors serving clients with $5 million to $30 million in wealth—“mid-tier millionaires”—need more than portfolios. They need scale, specialization, and service. Envestnet is stepping up with a platform tailored to meet those evolving expectations.
With custom PDF integration through Report Studio, real-time actionable insights, and upcoming advisor-traded sleeve capabilities, Envestnet continues expanding its configurable TAMP to help advisory firms streamline operations, personalize client presentations, and differentiate in an increasingly competitive wealth management landscape.
