Envestnet, Inc. (NYSE: ENV) is the leading provider of intelligent systems for wealth management and financial wellness. EnvestnetÍs unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.
Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.
More than 54,000 advisors and 2,500 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.
For more information on Envestnet, please visit www.envestnet.com and follow @ENVintel.
- Company Name:Envestnet, Inc
(View Trends)
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Headquarters: (View Map)Chicago, IL, United States
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Financial Services
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1,000 - 5,000 employees
- 74131 Global Rank
- 13727 United States
- 501 K Estimated Visits
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Referrals47.69%
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Direct40.09%
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Search8.37%
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Mail1.86%
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Display1.07%
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Social0.94%
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98.25%
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0.54%
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0.31%
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0.14%
- United States 97.3%
- Industrial Goods and Services
- Composites
- 9 SDKs
- App Url: https://itunes.apple.com/app/envestnet-inc/id1055775143
- App Support: http://www.envestnet.com
- Genre: Finance
- Bundle ID: com.envestnet.MG-A
- App Size: 991 K
- Version: 1.2
- Release Date: January 7th, 2016
- Update Date: March 30th, 2017
Description:
MG&A MView™ App:
Description
MG&A MView™ is a fast and secure service for clients of Meg Green & Associates, Inc. The app is optimized for the iPad iOS and it is available 24/7 using your existing MG&A Online Username and Password.
The online platform provides an extensive roster of multi-custodian performance reports at several different levels. The key benefits to our integrated reporting capabilities include secure online access, account balances, activity summary, asset allocation, YTD income, dividend and realized G/L, performance vs. benchmark, contribution by asset class and list of holdings. These reports are highly customizable by individual account, by groups of accounts and by the entire household of accounts. We understand you may not have all of your investment accounts at Meg Green & Associates, Inc. For those who don’t, the MG&A MView™ can be set up to provide a consolidated and complete review of your entire investment portfolio including both assets managed by Meg Green & Associates, Inc. and other financial institutions.
Company Overview
Since 1984, Meg Green & Associates, Inc. has helped affluent individuals and their families, as well as business owners, manage their wealth through all stages of life. We are proactive and responsive, with the flexibility to provide immediate answers as well as long-term solutions. We help clients negotiate life from a financial point of view through creative problem solving coupled with our asset management experience and knowledge of all things financial. Our multi-generational focus strives to ensure that you and your family are being treated as well as your money.
Investment Philosophy
Through our integrated businesses, investment management and financial planning, we operate as one comprehensive wealth management firm. A sophisticated investment portfolio can only be structured upon knowing the risk tolerances, cash flow needs, tax liability and time horizons of each individual. Our investment committee is constantly monitoring and evaluating the vast amount of investment options available. We look for investment managers that offer consistent returns, have long-term track records and fit within a client's unique style allocation. Our experienced financial advisors take you through a process that helps to match the different pools of your wealth with specific goals.
Securities offered through Sterne Agee Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Sterne Agee Asset Management, Inc., a registered investment advisor. Additional investment advisory services offered through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Sterne Agee Financial Services, Inc. or Sterne Agee Asset Management, Inc. Managed and supervised assets include assets under management as well as brokerage accounts held through Sterne Agee Financial Services, Inc. as of December 31, 2013. Neither Meg Green & Associates nor its representatives offer legal or tax advice. Please consult with your own legal or tax professional concerning your specific situation.
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They are headquartered at Chicago, IL, United States, and have 3 advertising & marketing contacts listed on Kochava. Envestnet, Inc works with Advertising technology companies such as Google Adsense for Search, DoubleClick.Net, Adswizz, The Trade Desk, FLoC Opt-Out, FLoC, Microsoft Advertising, Twitter Ads, Reddit Ads, Facebook Custom Audiences, BlueKai, BlueKai DMP, DemDex, Adobe Audience Manager Sync.
