This Step and the Next Made Easier by Envestnet
Transitioning Your Curian Capital Accounts
As a powerful partner to independent advisory firms, Envestnet is committed to delivering unparalleled service and support to the clients we serve. Our ability to assist advisors effectively at every point of the guidance process is our most powerful advantage. And, our leadership team understands the responsibilities and business needs of advisors from decades of personal experience in the industry. This gives our firm unusual clarity and vision in defining and delivering products, technology, and services necessary to meet the growing expectations of investors.
By bringing together investment and practice management expertise, leading-edge technology, and strong management teams, we have become an unmatched wealth management partner in the industry.
CIO Support and Investment Consulting ServicesOn the foundation of research, consulting, and portfolio construction expertise, Envestnet | PMC offers a comprehensive suite of consulting services to help institutions design and implement seemingly complex investment programs and fulfill fiduciary requirements. The powerful combination of PMC’s core competencies and Envestnet’s advanced platform technology delivers a robust investment program vital to wealth management practices of varying sizes and stages of growth. |
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