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The 2015 Wealth Management Industry Awards Winners
Wealthmanagement.com – The WealthManagement.com Industry Award program is the first of its kind to acknowledge excellence among vendors and suppliers serving the financial advisor community. Delivering outstanding advice to investors requires a strong combination of industry expertise, superior products, top-notch service and innovative technology. The Industry Awards recognize forerunners of innovation and leadership in support of financial advisor success.
Envestnet won for: Asset Managers - Separate Accounts; Asset Managers - ETF Strategists; and TAMPS.
Asset Managers – Separate Accounts: Envestnet | PMC Quantitative Portfolios. Envestnet’s portfolio consulting group’s Quantitative Portfolios combine the benefits of low-cost, factor-enhanced index investing with the customization and control found in typical SMA structures. The portfolios provide investors with several primary attributes, including: (1) cost-efficient exposure to certain investment factors; (2) the opportunity to capture "tax management alpha"; and (3) the ability to customize the portfolio.