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Octavia Wealth Advisors Case Study

Octavia Wealth Advisors is an RIA focused on building lifelong partnerships with its clients. After 30 years in the broker-dealer space, the partners at Octavia decided to go independent. In order to accomplish this switch, they needed a powerful wealth management platform configured to their specific needs to meet their fiduciary duty to their clients.

Reporting on Private Investments

To help clients fund their retirement savings and offer investment options that are less correlated – or in some cases uncorrelated – to public markets, many advisors offer private investments to their clients. Read more.

Our 5-Year Anniversary

July has been an exciting month for our team – we celebrated 5 years of working with growth-oriented RIAs. We now serve 24 clients and have $12 billion in AUA on Envestnet’s enterprise platform.

CenterPoint/ORG Case Study

By outsourcing the investment and technology management to ORG Partners and LibertyFi, CenterPoint has been able to scale its business while continuing to satisfy clients.

How Rehmann Wealth is using Envestnet Analytics

Our client, Rehmann Wealth, is a professional advisory firm employing nearly 900 associates. They have implemented the use of Envestnet Analytics, to help better understand their business operations, gain and share valuable insights with executives and advisors, and improve performance by making decisions based on up-to-date, accurate information.