Advisor as Portfolio Manager (APM)
Creating, maintaining and implementing custom portfolio models
and streamlining your business.
With the Envestnet APM advisor-directed program, you can combine
the advantages of outsourcing investment management with the
control of managing your own portfolios.
Envestnet’s advisor-directed program gives you the flexibility to
build and manage your own portfolios from the ground up—and to
streamline the maintenance of your models and ease your
administrative burden with comprehensive performance reporting
and billing.
Create portfolios based on a suggested allocation, the efficient
frontier, your own custom allocation or specific model positions.
Or, you can combine portfolio recommendations from our network
of industry-leading strategists and customize investment
solutions to better meet your clients’ unique investment needs.
Why the Envestnet APM?
With the Envestnet Advisor as Portfolio Manager program, you have access to a robust menu of sophisticated online tools that
streamline the process of managing client accounts.
Rebalancing and Liquidity Tools
View recommended trades that enable
you to make portfolio decisions, modify
trades and exclude accounts as you
see fit. Use our tools to harvest gains
and losses, set up trading rules for
individual accounts or liquidate
accounts, as well as modify models by
adding alternatives, adjusting positions
and updating default percentages.
Sophisticated Alert System
Notifications are posted to the home
page in case of any rejected or pending
trades or trade operations. Security style
changes generate notifications for easy
monitoring.
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Client-Level Security Restrictions
Safeguard client accounts by assigning
account properties, setting cash
restrictions or restricting specified
stocks from client portfolios. The
system will automatically instruct the
trade engine to sell out of restricted
positions during the next advisordirected trade activity while also
preventing purchases of those
positions in future trades.
Range of Investments
Add diversification with mutual funds,
stocks, and exchanged-traded funds
(ETFs).
Precision Trading Tools
Generate, execute and manage trades
with relatively little effort. Set up
alternate holdings for models, which
means you can manage multiple
accounts with one model and make
adjustments for individual account-level
customization.
Integrated Administrative Functions
Provide comprehensive performance
reporting and client billing, viewable
online.
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An Easy Three-Step Process to Implement Custom Portfolio Models
Step 1:
Step 2:
Step 3:
Select your asset allocation
Select products for each asset class
Asset allocation models can be created
and stored to be used for guidance and
efficiency in building APM portfolio
models.
Select mutual funds, ETFs, or stocks to
create your portfolio model following the
selected asset allocation.
Use powerful trading tools to manage
portfolios
Trade accounts in groups or one account
at a time using a variety of rebalancing
and trading methods. Then review, edit,
and submit trades all in a matter of
minutes.
Leverage your expertise. Streamline your business.
Select an asset allocation
Choose from an extensive selection of products to
build an asset allocated model portfolio
Powerful trading tools empower you to scale your business
This pamphlet is provided for informational and educational purposes only. It is not intended as and should not be used to provide investment advice and does not address or account for
individual investor circumstances. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Investment
decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon, and risk tolerance. The statements contained herein are based solely
upon the opinions of Envestnet. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Neither Envestnet nor its
representatives render tax, accounting or legal advice. Past performance is not a guarantee of future results.
* Screenshots contain sample data. It is not representative of any client or money manager information and should not be construed as such.
FOR HOME OFFICE AND ADVISOR USE ONLY.
©2015 Envestnet, Inc. All rights reserved.
For more information, go to envestnet.com
EN-FS-APM-0415
Envestnet, Inc