Apprehend + Educate + Support = Distribute
Enrich your customer knowledge, explain your products, personalize your customer support.
- Bespoke portfolio creation
- EnvestBoard is access to 150,000 funds & ETFs and 400 tax wrappers. Use our data and our risk simulator to build bespoke portfolios. Distribute your allocations, reporting & comparative analyzes directly to your customers.
Connect your offers with customer needs
Integrate the customer portfolio on the platform to better understand demand and adapt your offer. Enrich your customer support in understanding and monitoring risk.