Advisor Group Adopts Envestnet Retirement Solutions Platform

The Envestnet platform is now part of Advisor Group’s comprehensive offering for financial professionals serving the retirement plans marketplace. 

Advisor Group announced the adoption of Envestnet Retirement Solutions’ (ERS) practice management platform for its advisory force.

The platform becomes part of the firm’s comprehensive offering for financial advisers in the retirement plans marketplace, which includes client service tools, comprehensive sales support, a dynamic education curriculum and a dedicated team of home office support professionals.

According to the firms, the ERS platform provides advisers with integrated, open architecture and flexible fiduciary solutions, combining the investment tools, processes and analytics that are “essential drivers of a sustainable retirement plan business in a single web-based application.” The platform features a client relationship management (CRM) solution, adviser management dashboard, investment analytics, fund research and monitoring reports, as well as a request for proposal (RFP) and vendor search tool.

According to Advisor Group, the ERS platform is the latest offering to retirement plan advisors through Advisor Group’s Retirement Plan Consulting Services (RPCS) division. The firm offers other comprehensive tools, including Retirement Plans Central (RPC), Advisor Group’s easy-to-use resource for financial pros to build and maintain their book of group retirement business. Retirement plan advisers can also leverage the firm’s Retirement Plan Advisory Council, which works closely with Advisor Group leadership to “find collaborative solutions on key business issues and developments on products, service, support, technology, field communication and training.”

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