Advisor Group and Envestnet Launch Retirement Plan Central
Envestnet has partnered with the independent broker-dealer the Advisor Group to create a practice management platform for independent 401(k) advisors.
Key features of the platform include a client dashboard and an integrated CRM, a secure document vault and a plan provider request-for-proposal (RFP) search tool.
The dashboard’s user interface has been simplified to an entire view of an advisor’s book of business in “one line of sight.”
The document vault can hold items like retirement plan documents, performance reports, tax reports, estate planning documents, personal client information and meeting notes. It’s also viewable by the client and the advisor.