Brochures

What Advisors Should Know About Target Date Suites

More advisors are finding themselves reviewing and evaluating target date funds as defined contribution assets continue to grow in these pre-packaged investment solutions.

Asset managers have a complexity-multiplication problem

Growth-Readiness Guide

Practical way to assess whether your firm’s revenue infrastructure is ready to support growth, and where Revenue Manager can help.

Billing via Custodians

If your fee schedule is complex or you use multiple custodians, your custodian’s built-in billing solution may not be the answer.

Income Studio

Turn short-term cash-flow questions into clearer client conversations

Your Guide to Getting Started with UMAs

This piece focuses on overall UMA benefits and highlights the two core use cases: Outsourced Management and Trading and Automated Trading for Proprietary Models.

Revenue Manager

Envestnet Revenue Manager is an enterprise revenue-management platform built for sophisticated asset managers.

Unlock the Full Power of Envestnet | Tamarac with iCapital

Through a fully connected Marketplace experience and expert Data & Reporting Services, iCapital empowers advisors to expand offerings and streamline workflows.

Lifestyle Studio

Bring pre-retirement cash flow planning to life

Envestnet’s billing solutions

An effective billing solution supports long‑term sustainability by giving fee‑based firms clear visibility into how fees are calculated and attributed across accounts, households, and relationships.

Simplified and streamlined planning

Dash is a modern, scalable planning platform designed to guide prospects and clients of any portfolio size to financial advisors and begin planning discussions.

What assets managers should look for in a revenue management solution

The ability to unlock data for smarter revenue and expense management has never been more critical. Let’s explore what firms should look for in a revenue management solution and how it can help improv

Unlocking Smarter Portfolio Management through Unified Managed Accounts

This one-pager provides a quick guide to the latest enhancements available through Envestnet’s Unified Managed Account technology.

Alternative Investments Landscape Glossary

Designed for advisors and home‑office professionals, it simplifies complex industry language to support more informed conversations with clients and stakeholders.

Wealth Manager Overview

Wealth Manager - Transforming revenue operations

Wealth Manager - UMA Billing

Wealth Manager - Why Wealth Management Firms Need Better UMA Billing

Envestnet Retirement Capabilities

Envestnet’s practice management platform is a full set of tools that are configured on a role-based level for advisors.

Envestnet Retirement Fiduciary Services

As business owner clients are increasingly look to their financial advisors for help establishing qualified plans, PEPs & MEPs may satisfy these needs and Envestnet is here to help you.

An ROI-driven billing solution

Backed by real-world customer insights, our next-gen, real-time tools help C-suite leaders modernize operations, unlock data value, and make smarter, more strategic decisions.

Uncover Potential Planning Revenue Opportunities

Access intuitive dashboard views in MoneyGuide that highlight planning activity, key metrics, and usage trends to deliver even more meaningful, results-driven advice.