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        Our Ecosystem

        An ever-evolving network of data-driven services, products, tools, and technologies designed to enable the Intelligent Financial Life™.

        See How It Works
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      • Who We Serve

        Who We Serve

        Our robust financial wellness ecosystem offers solutions for every role in the financial advice industry.

        • RIAs

          Supercharge practice growth and enable financial wellness.

        • Exchange Partners

          Deliver greater personalization to client portfolios

        • Asset Managers

          Get access to investment options and a full range of tools.

        • Financial Professionals

          Simplify practice management and shift focus to your clients.

        • Financial Institutions

          Drive scalable growth with technology that enhances the client experience.

        • Industry Offerings

          Powerful platforms tailored to your industry.

        • Wealth Data Platform

          Maximize the impact of your advice.

        • Bank Data Platform

          Enable intelligent banking experiences.

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        How Osaic and Envestnet are streamlining advisor success

        Osaic’s transformation demonstrates the power of a streamlined advisor experience.

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        Navigating the future of financial services

        Trends and shifts in the wealth management industry are opening new doors for financial advisors. See how forward-thinking firms are combining technology, change management, and strategic planning to capitalize on these trends.

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        Working with human nature: A behavioral finance guide for advisors

        Rather than fighting an impossible battle to remove emotions from investing, advisors can leverage behavioral finance principles to drive more strategic investing decisions.

      • Start now

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    • Resources

      Whitepapers, eBooks, insights, and education on the hot topics that are shaping the financial advice industry.

      See All Resources

      Blog

      The latest insights and perspectives from our team.

      Newsroom

      Press releases and Envestnet news coverage.

      Resources

      Learning tools and resources to help advisors elevate their practices.

      Events

      Browse and register for upcoming in-person and virtual events.

      Partners & Integrations

      Connect all your systems and workflows with Envestnet partners.

      Client Stories

      Hear how Envestnet's platform has helped our clients' businesses.

      some image

      How Osaic and Envestnet are streamlining advisor success

      Osaic’s transformation demonstrates the power of a streamlined advisor experience.

      some image

      Navigating the future of financial services

      Trends and shifts in the wealth management industry are opening new doors for financial advisors. See how forward-thinking firms are combining technology, change management, and strategic planning to capitalize on these trends.

      some image

      Working with human nature: A behavioral finance guide for advisors

      Rather than fighting an impossible battle to remove emotions from investing, advisors can leverage behavioral finance principles to drive more strategic investing decisions.

    • Login

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      Envestnet

      Transforming the way financial advice is delivered.

      Envestnet | Retirement Solutions

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      Envestnet | MoneyGuide

      Helping advisors deliver quality financial plans to everyone.

      Truelytics

      Helping the financial services industry attract, grow, and retain businesses.

      Envestnet | Tamarac - Reporting

      Powerful portfolio analysis, flexible reporting, and billing capabilities.

      Envestnet BillFin

      Cutting-edge, cloud-based advisory billing software.

      Envestnet | Tamarac - Trading

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      INSIGHTS ENGINE NAMED BEST AI-BASED SOLUTION FOR FINANCIAL SERVICES

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      ELEVATE

      KEY TAKEAWAYS FROM THE BATTLE OF THE AGES

      The generational divide and its implication for investors.

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      Wealth Management Platform

      • Reporting

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      • Unified Managed Accounts

      • Billing Solutions

      Financial Planning

      • Estate & Legacy Planning

      • Lifetime Planning

      • Micro Planning

      • Prospecting & Lead Generation

      • Retirement Distribution

      • Support & Training

      Wealth Solutions

      • ActivePassive Investing

      • Alternatives Exchange

      • Credit Exchange

      • Direct Indexing

      • Estate Planning & Trust Solutions

      • High-Net-Worth Consulting

      • Insurance Exchange

      • Model Portfolios

      • Retirement & Workplace Solutions

      • Sustainable Investing

      • Tax Management

      Data & Analytics

      • Account Verification

      • Business Intelligence

      • Data Aggregation

      • Data Enrichment

      • FinApps

      • Lending

      • Open Banking

      • Payments

      • Research Data & Analytics

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      Choose the platform for which you originally registered.

      • Envestnet

        Transforming the way financial advice is delivered.

      • Envestnet | Retirement Solutions

        Providing a complete retirement practice suite of solutions.

      • Envestnet | MoneyGuide

        Helping advisors deliver quality financial plans to everyone.

      • Truelytics

        Helping the financial services industry attract, grow, and retain businesses.

      • Envestnet | Tamarac - Reporting

        Powerful portfolio analysis, flexible reporting, and billing capabilities.

      • Envestnet BillFin

        Cutting-edge, cloud-based advisory billing software.

      • Envestnet | Tamarac - Trading

        Model management, account monitoring, trading, balancing, and reconciliation.

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        Insights Engine named Best AI-based Solution for Financial Services

        Recognized in 6th annual AI Breakthrough Awards.

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        Key takeaways from the Battle of the Ages

        The generational divide and its implication for investors.

  • Start now
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      1. Home
      2. Analyst Reports
      3. April 2025 Stratgas Insight

      April 2025 Stratgas Insight

      Strategas Insight - Fair Value and a Path Forward

      Download PDF

      Over the last several years, particularly since Russia’s invasion of Ukraine, Strategas has increasingly considered the impacts of De-Globalization — which we view as the breakdown and ultimate revocation of long-held geopolitical, societal, and economic operating conventions — as anchor tenets of portfolio construction. Read our April report to learn more.

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        June 2025 Strategas Insight

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        Strategas Insight - Avoid the Lazy Approach

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