CHICAGO, Aug. 25, 2015 /PRNewswire/ -- Envestnet,
Inc. (NYSE: ENV) announces that ENV 2, its next-generation
platform, has been chosen by the Berthel Fisher family of companies
to power the BerthelEDGE Investment Advisory Platform, an
integrated, multi-custodial technology suite for its network of
independent financial advisors.
"ENV 2 offers simplified navigation and enhanced mobility
combined with customization capabilities to give advisors the power
to grow their practices by spending more time nurturing client
relationships," said Lori
Hardwick, Group President, Advisor Services, Envestnet.
"We are proud to partner with Berthel Fisher to help its advisors
remain competitive by managing wealth more effectively."
The custodian-agnostic ENV 2 console enables advisors to
efficiently trade, rebalance, conduct research, access and update
account data, and create and send performance reports using desktop
computers or mobile devices. ENV 2's ability to execute reporting
and billing tasks using a single tool, as well as other features
designed to streamline workflow processes, will be useful to
Berthel Fisher's registered investment advisors.
The Berthel Fisher family of companies based in Marion Iowa, consists of two independent
broker-dealers, Berthel Fisher & Company Financial Services,
Inc. (also a SEC Registered Investment Advisor Member FINRA/SIPC)
and Securities Management & Research, Inc. Member FINRA/SIPC;
and an additional SEC Registered Investment Advisor BFC Planning,
Inc. The firm offers advisors a multitude of affiliation options
and investment vehicles, to meet clients' individual goals and
needs. Berthel Fisher also partners with four industry
leading institutional custodial platforms to give their investment
advisors choices and flexibility in whom they choose to custody
assets.
"Berthel Fisher continues to revitalize itself in the
marketplace and expand both its broker/dealers and registered
investment advisory firms," said Thomas
J. Berthel, Chief Executive Officer, Berthel Fisher.
"Independent advisors can enjoy the benefits of the choices at
Berthel Fisher with a strongly diversified platform of offerings.
The Envestnet platform and its direct expansion of our investment
advisory services will add to our growth and is a great addition to
our family of companies. We believe strongly that the
addition of the BerthelEDGE technology to our already diverse RIA
platform makes the Berthel Fisher family of companies an attractive
destination for independent advisors who are looking for greater
freedom in their choice of custodians, all while providing them the
best and most integrated advisory technology on the street powered
by Envestnet."
About Envestnet
Envestnet, Inc. (NYSE: ENV) is a
leading provider of unified wealth management technology and
services to investment advisors. Our open-architecture platforms
unify and fortify the wealth management process, delivering
unparalleled flexibility, accuracy, performance, and value.
Envestnet solutions enable the transformation of wealth management
into a transparent, independent, objective, and fully-aligned
standard of care, and empower advisors to deliver better
outcomes.
Envestnet's Advisor Suite® software empowers
financial advisors to better manage client outcomes and strengthen
their practices. Envestnet provides institutional-quality research
and advanced portfolio solutions through our Portfolio Management
Consultants group, Envestnet | PMC®. Envestnet | Tamarac
provides leading rebalancing, reporting, and practice management
software.
For more information on Envestnet, please visit
www.envestnet.com and follow @ENVintel
(https://twitter.com/envintel).
About Berthel Fisher
Berthel Fisher family of
companies has been helping our independent financial advisors grow
and strengthen their investment businesses for 30 years. The
family of companies provides a unique set of financial services
including traditional and alternative investments, managed
accounts, insurance and technology. Berthel Fisher family of
companies includes two independent broker/dealers, Berthel
Fisher & Company Financial Services, Inc. (a SEC Registered
Investment Advisor Member FINRA/SIPC) and Securities Management
& Research, Inc. Member FINRA/SIPC; an insurance division,
Berthel Fisher and Company Insurance, Inc.; an additional
registered investment advisory firm, BFC Planning, Inc.; and a
technology division, iPrism Global, Inc. With offices nationwide,
Berthel Fisher has been committed to providing advanced technology,
products and services to clients and advisors alike since 1985. For
more information, visit www.berthel.com.
Media
Contact:
Laura Simpson
JCPR
(973) 850-7319
lsimpson@jcprinc.com
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SOURCE Envestnet, Inc.