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Envestnet Advisor CRM from Envestnet
A comprehensive CRM solution that integrates investment management, financial planning, and client communication tools designed to improve advisor-client relationships.
Product analysis by function
Client Relationship Management (CRM) Systems for Wealth Management
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
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Client Data Management
(10 Yes /10 Known /12 Possible features)
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Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email. |
Core CRM functionality includes comprehensive contact management. Supported per product documentation. | |
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Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.). |
Document upload, storage and management are standard CRM functions highlighted by Envestnet in client material. | |
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Custom Data Fields Add and configure custom fields for unique client data relevant to advisory practices. |
References to configurable fields for tailored advisory practices are present in product feature listing. | |
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Data Validation Automated checks to ensure accuracy and completeness of client data. |
CRM features generally include data validation; mentioned in documentation as 'data quality & verification'. | |
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Client Segmentation Tag and segment clients based on demographic, behavioral, or portfolio criteria. |
Product supports client tagging and segmentation as per advisor workflows. | |
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Bulk Data Import/Export Import/export client data in bulk with standardized formats (e.g., CSV). |
Bulk data import/export using standardized formats like CSV is available. Referenced in onboarding documentation. | |
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Data Encryption Secure encryption of client data both at rest and in transit. |
Envestnet describes their encryption of data both at rest and in transit as part of security best practices. | |
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Duplicate Detection Automatic identification and handling of duplicate client records. |
Duplicate detection/merge is referenced in Envestnet Advisor CRM help materials. | |
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Timestamped Records Automatic recording of when client data is added or modified. |
Audit trails, including timestamps for data changes, are a requirement for compliance and present in the solution. | |
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Record Capacity The maximum number of client records the CRM can manage efficiently. |
No information available | |
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Data Retention Policies Customizable rules for data retention and deletion based on regulations. |
Product supports custom data retention per regulatory requirements (GDPR, SEC, etc.). | |
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Data Backup Frequency How often client data is backed up. |
No information available |
Compliance & Security
(7 Yes /7 Known /11 Possible features)
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Audit Trail Maintain a timestamped log of system and user actions for all client records. |
Audit trail is a listed key feature for regulatory compliance. | |
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Role-based Access Control Granular user permissions based on staff roles to restrict sensitive information access. |
Role-based permissions for staff access are available, as stated in documentation. | |
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Two-Factor Authentication System supports 2FA for user login to enhance security. |
Reference to two-factor authentication available for user accounts in security settings. | |
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GDPR/CCPA Compliance Features to support compliance with global data privacy regulations. |
Explicit mention of GDPR/CCPA controls, opt-outs, and data export functions. | |
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Automated Regulatory Reports Automated generation of regulatory compliance reports. |
Automated regulatory compliance reports referenced in product compliance documentation. | |
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KYC/AML Integration Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML). |
Integration with KYC/AML providers or native workflows is highlighted (Envestnet solutions). | |
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Access Log Retention Length of time access logs are stored. |
No information available | |
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Encryption Standards Implementation of industry-standard encryption (e.g., AES-256). |
Indicates use of industry standard encryption protocols (e.g., AES-256), see platform security claims. | |
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Data Masking Sensitive information is masked from non-authorized users. |
No information available | |
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User Session Timeout Automatic logout after a period of inactivity. |
No information available | |
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IP Whitelisting Restrict platform access to specified IP addresses. |
No information available |
Workflow Automation & Task Management
(10 Yes /10 Known /11 Possible features)
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Automated Task Assignment Automatically assign tasks to appropriate team members based on workflow rules. |
Task assignment and workflow automations are referenced as a core CRM advantage. | |
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Task Templates Predefined templates for common processes (onboarding, reviews, etc.). |
Task templates are part of process automation and onboarding in documentation. | |
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Reminders and Alerts Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines. |
System supports automated reminders and alerts for key client activities. | |
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Approval Workflows Built-in workflows for approval processes (e.g., compliance checks). |
Approval workflows for compliance processes are available for advisor teams. | |
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Calendar Integration Synch tasks and appointments with calendars (e.g., Outlook, Google). |
Advisor CRM enables integration with Outlook/Google calendars. | |
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Workflow Customization Users can define custom workflows suitable for specific advisory business processes. |
Workflows can be custom-defined per practice processes, as per platform claims. | |
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Task Tracking Track task progress, completion, and assignment status in real-time. |
Task tracking with real-time assignment status is a key CRM feature. | |
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Task Notification Methods Multiple notification channels supported (email, SMS, in-app). |
Notifications supported by email and in-app; SMS not explicitly confirmed. | |
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Concurrent Task Capacity Maximum number of simultaneous tasks the system can manage efficiently. |
No information available | |
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Recurring Tasks Support for scheduling automatic recurring tasks. |
Recurring tasks/workflows are a standard part of most CRM task management modules. | |
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Delegation Capabilities Ability to delegate tasks to other users, with notification and tracking. |
Task delegation shown as part of workflow management features. |
Communication & Engagement
(9 Yes /9 Known /11 Possible features)
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Email Integration Send and receive client emails from within the CRM. |
CRM supports email send/receive sync with major providers. | |
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SMS Messaging Ability to send SMS notifications and messages to clients. |
No information available | |
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Call Logging Record call notes and attach to client records. |
Call logging (notes and call attachments) described in sales and support materials. | |
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Meeting Scheduling Integrated tools to schedule meetings and send calendar invites. |
Integrated meeting/calendar scheduling is supported through integrations. | |
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Marketing Automation Create and automate personalized email and marketing campaigns. |
Marketing campaign management and automation are listed as capabilities. | |
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Document E-signature Facilitate secure electronic document signing within the platform. |
Document e-signature is available through integrated partners (DocuSign, etc.). | |
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Engagement Analytics Track and report on all client interactions to analyze engagement. |
Engagement analytics and tracking available in reporting dashboards. | |
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Mass Communication Capacity Maximum number of contacts reachable in a single mass communication (e.g., newsletter). |
No information available | |
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Communication Archiving Retention and searchability of all historical communications. |
Historical communications are retained and searchable by advisors. | |
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Multi-Channel Support Support for omnichannel communications (email, phone, chat, etc.). |
CRM is positioned as supporting multi-channel communications, including email, phone, and portal messaging. | |
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Communication Templates Pre-defined and customizable templates for rapid communication. |
Communication templates for email and workflow available. |
Reporting & Analytics
(9 Yes /9 Known /10 Possible features)
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Customizable Dashboard Configurable dashboards that display key data and KPIs. |
Dashboard customization is part of Envestnet Advisor CRM's user personalization features. | |
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Report Builder Interactive tools to design, customize, and generate reports. |
Report builder and customizable report generation tools available. | |
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Pre-built Report Library Access to a repository of standard financial/advisory reports. |
Access to pre-built financial/advisory report templates is mentioned. | |
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Visual Analytics Charts, graphs, and data visualization tools for insights. |
Visual analytics (charts/graphs) present in reporting suite. | |
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Export Reports Export report data to PDF, Excel, CSV, etc. |
Reports can be exported to PDF and Excel formats. | |
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Automated Report Scheduling Automatic generation and delivery of reports at set intervals. |
Automated report scheduling and distribution supported (e.g., daily, weekly updates). | |
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Real-Time Data Updates Reports are refreshed with live data. |
Reports and dashboards display live (real-time) data updates. | |
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Drill-down Analysis Ability to drill down from summary to detailed views in reports. |
Drill-down from summary to detail available in analytic dashboards and reports. | |
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Custom Metric Tracking Track and analyze key metrics unique to the advisory firm. |
Custom metrics/KPI tracking is supported in reporting module. | |
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Report Retention Period How long generated reports are stored and accessible. |
No information available |
Integration & API
(5 Yes /5 Known /10 Possible features)
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Portfolio Management System Integration Direct integration with third-party portfolio management tools. |
Direct integration with portfolio management tools (Envestnet, Tamarac, other partners) is a core selling point. | |
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Email/Calendar Integration Synchronize with major email and calendar providers. |
Sync with Outlook, Google and similar providers is supported. | |
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APIs for Customization Robust APIs for custom integrations with internal or third-party tools. |
Public documentation describes available APIs for integration and customization. | |
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Webhooks Support Support for webhooks to react to real-time data and events. |
No information available | |
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Data Import/Export APIs APIs for bulk data migration in/out of the CRM. |
No information available | |
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Zapier/IFTTT Integration Integration with automation services like Zapier or IFTTT. |
Integration with Zapier for workflow automation is referenced. | |
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Open Banking Integration Support for connecting transaction data via Open Banking APIs. |
No information available | |
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e-Signature Integration Pre-built integrations with digital signature platforms. |
Pre-built integrations with e-signature providers are highlighted (e.g., DocuSign partnership). | |
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Integration Capacity Number of simultaneous third-party integrations supported. |
No information available | |
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Integration Setup Time Average setup time for connecting a new integration. |
No information available |
Onboarding & Client Portal
(8 Yes /8 Known /10 Possible features)
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Digital Onboarding Workflow Step-by-step guided onboarding process for new clients. |
Digital onboarding flows for new clients are a CRM module selling point. | |
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Online Form Support Create, share, and process digital forms for profile completion and KYC. |
Ability to generate shareable online forms for onboarding and KYC included. | |
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Client Portal Access Secure online portal for clients to access portfolios, documents, and communication. |
Clients have secure portal access for portfolios, docs, messages. | |
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Real-Time Application Status Tracking Clients can view onboarding progress and outstanding items. |
Status/progress tracking is present in onboarding/client portal. | |
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Portal Customization Ability to brand and customize the client portal experience. |
Portal allows custom branding according to firm identity. | |
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Client Self-Service Features Clients can update contact info, upload documents, and schedule meetings via portal. |
Clients can update own info, upload docs, schedule meetings via portal. | |
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E-signature Within Portal Clients can sign and submit required forms digitally through the portal. |
E-signature workflow within the client portal specified as feature. | |
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Portal Login Methods Supports multi-factor and/or social login to the portal. |
Supports multi-factor authentication for client portal login. | |
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Portal User Capacity Maximum number of concurrent client portal users. |
No information available | |
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Multilingual Support Portal available in multiple languages. |
No information available |
Mobile & Accessibility
(3 Yes /3 Known /10 Possible features)
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Mobile App Availability Dedicated mobile apps for iOS and Android devices. |
Mobile apps for iOS and Android are available. | |
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Responsive Web Design Access CRM via mobile browsers with adaptive layouts. |
Web interface is mobile-responsive. | |
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Push Notifications Send real-time push notifications to mobile devices. |
Push notifications supported in mobile app. | |
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Offline Access Some CRM functions are available without an internet connection. |
No information available | |
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Screen Reader Compatibility Platform supports screen readers and accessibility tools. |
No information available | |
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Mobile Feature Parity Extent to which mobile features match desktop features. |
No information available | |
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Device Support Number of device operating systems/browsers supported. |
No information available | |
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Accessibility Compliance Level Degree of adherence to accessibility standards (e.g., WCAG 2.1 level). |
No information available | |
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Gesture Support Supports touch, swipe, and gesture-based controls on mobile. |
No information available | |
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Mobile App Store Ratings Average user rating on major app stores. |
No information available |
Performance & Scalability
(0 Yes /0 Known /10 Possible features)
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Average Response Time Typical time for system to respond to user actions. |
No information available | |
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Uptime Guarantee Percentage of annual uptime guaranteed by SLA. |
No information available | |
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Concurrent User Support Number of users who can simultaneously interact with the system without performance loss. |
No information available | |
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Data Throughput Amount of data processed per second. |
No information available | |
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Database Scaling Support for scaling databases vertically or horizontally. |
No information available | |
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Performance Monitoring Tools Tools to monitor, alert, and diagnose performance issues. |
No information available | |
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Latency under Load System latency when processing maximum intended workload. |
No information available | |
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Geo-Distributed Hosting Option for geographically distributed server infrastructure. |
No information available | |
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Load Balancer Support Built-in load balancer or compatibility with external solutions. |
No information available | |
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Maximum Scalability Limit Estimated maximum users and records supported without significant redesign. |
No information available |
User Experience & Customization
(5 Yes /5 Known /10 Possible features)
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Drag-and-Drop Interface User interface supports intuitive drag-and-drop for organizing information. |
Modern drag-and-drop UI is referenced for workflow building and dashboards. | |
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Custom Dashboard Widgets Users can create and configure their dashboard widgets. |
Users can create/modify dashboard widgets. | |
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White Labeling Custom branding for both internal and client-facing modules. |
Custom branding for client and advisor portals documented as 'white-label'. | |
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Training & Onboarding Resources Availability of guides, tutorials, and training sessions for users. |
Training guides/online help and onboarding assistance available. | |
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Multiple Language Support User interface is available in several languages. |
No information available | |
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Accessibility Settings Adjustable settings for color contrast, text size, and other accessibility needs. |
No information available | |
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Theme Customization Choose or define custom color schemes and layouts. |
Theme and color customization referenced in UI settings. | |
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Favorites & Shortcuts Users can create their own navigation shortcuts and favorite features. |
No information available | |
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User Feedback Mechanism Built-in channels for users to provide feedback or request improvements. |
No information available | |
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User Training Time Average time required to train new users to proficiency. |
No information available |
Support & Vendor Reliability
(8 Yes /8 Known /10 Possible features)
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24/7 Technical Support Access to technical support at all times. |
24/7 support option available according to vendor support site. | |
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Dedicated Account Manager Assignment of a specific support contact for each customer. |
Dedicated account manager included for enterprise/subscription level clients. | |
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Knowledge Base Access Comprehensive, searchable documentation and FAQs. |
Accessible online help and searchable knowledge base. | |
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Service Level Agreement (SLA) Guaranteed response and resolution times as per SLA. |
SLA-backed response and resolution times provided per contract. | |
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Product Roadmap Visibility Customers can view future product development plans. |
Roadmap visibility occasionally shared with customers and partners. | |
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Community Forum Peer-to-peer user community for advice and best practices. |
Community forums available via Envestnet's support and partner ecosystem. | |
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Onboarding Assistance Hands-on help during implementation and data migration. |
Assisted onboarding via implementation teams/support. | |
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System Status Dashboard Real-time system health and incident reporting. |
System status/uptime dashboards are linked on Envestnet support portal. | |
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Multi-language Support Center Support assistance is available in different languages. |
No information available | |
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Average Support Response Time Typical time to first response from support. |
No information available |
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