Advisor Services

Investment Data Management and Performance Reporting

ENVESTNET^® B-Ready Outsourcing (ENVESTNET^® B-Ready) provides a turn-key solution for the data management and performance reporting related to the advisor's investment clients. The typical advisor process involves the daily posting and reconciliation of investment data, a monthly capture of outside asset accounts not covered by electronic downloads, and a quarterly and year-end reporting process for account statements and advisor billing. ENVESTNET^® B-Ready Outsourcing designs our process to fit the advisor's needs. Please go to the "Home" page for further information on contacting us about this solution.