Envestnet SMB Portal Admin View
The Envestnet SMB Portal’s Admin View helps identify opportunities for proactive, strategic outreach–sales opportunities, financial wellness, business guidance–and is designed to drive value for SMBs.
The Envestnet SMB Portal’s Admin View helps identify opportunities for proactive, strategic outreach–sales opportunities, financial wellness, business guidance–and is designed to drive value for SMBs and banks alike. Using the Envestnet SMB Portal’s Admin View feature, relationship managers can access data that yields key insights into their SMB clients’ financial wellness, business outlooks, and more. Read our data sheet to learn more!