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

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What We Do
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

Wealth Management Platform

Financial Planning

Wealth Solutions

Data & Analytics

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.

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.

Why Envestnet

Resources
Resources

News, 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.

Envestnet Institute

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 directly from our clients about how Envestnet's platform has helped their business.

Why are unprofitable stocks surging in the AI era?

Learn why unprofitable stocks are outperforming, how AI and IPO activity are reshaping market dynamics, and what investors can do to manage portfolio risk.

3 tax management myths financial advisors should rethink

Discover how holistic tax management can help advisors reduce tax drag, preserve flexibility, and improve after-tax client outcomes.

Private market fees: What advisors should know

Private market fees, like management fees, performance fees, and layered expenses, are complex. Learn how advisors evaluate fee structure, incentives, and alignment to better understand outcomes.

Start now

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.

Why are unprofitable stocks surging in the AI era?

Learn why unprofitable stocks are outperforming, how AI and IPO activity are reshaping market dynamics, and what investors can do to manage portfolio risk.

3 tax management myths financial advisors should rethink

Discover how holistic tax management can help advisors reduce tax drag, preserve flexibility, and improve after-tax client outcomes.

Private market fees: What advisors should know

Private market fees, like management fees, performance fees, and layered expenses, are complex. Learn how advisors evaluate fee structure, incentives, and alignment to better understand outcomes.
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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.

INSIGHTS

INSIGHTS ENGINE NAMED BEST AI-BASED SOLUTION FOR FINANCIAL SERVICES

Recognized in 6th annual AI Breakthrough Awards.
Learn More

ELEVATE

KEY TAKEAWAYS FROM THE BATTLE OF THE AGES

The generational divide and its implication for investors.
Learn More

Wealth Management Platform

Reporting
CRM
Trading
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

Login

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.
Insights Engine named Best AI-based Solution for Financial Services

Recognized in 6th annual AI Breakthrough Awards.
Key takeaways from the Battle of the Ages

The generational divide and its implication for investors.

Start now

Resources | Envestnet

Envestnet on Campus

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Envestnet Whitepapers
Interval White Paper

Interval White Paper

Published Date September 9, 2026

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Understanding Fiduciary Support Models

More wealth advisors are finding themselves involved in retirement plan discussions as business-owner clients seek guidance across both personal and workplace financial needs.

Most Recent Flipbooks

Understanding Fiduciary Support Models

More wealth advisors are finding themselves involved in retirement plan discussions as business-owner clients seek guidance across both personal and workplace financial needs.

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20 days ago
PMC Midyear Market Outlook

A Market Worth Celebrating. Come advisors and you shall hear a market update written midyear! As the United States reflects on its storied national history, markets tell a familiar story: periods of v

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3 months ago
Private Markets Fees

This whitepaper provides a clear, structured overview of how fees work in private market investments—an area that is often complex, less transparent, and materially impactful to investor outcomes.

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4 months ago
Private Markets Fees Whitepaper

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2026 State of Financial Planning Fees

The 2026 State of Financial Planning Fees study highlights how fees, client demographics, and business models are reshaping the economics of advice.

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5 key trends defining the RIA industry in 2026

In 2026, we expect even more advisors will explore and implement advanced AI-powered tools – not only to reduce back office tasks, but to anticipate their clients’ needs.

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8 months ago
Interval Funds 101

In this introductory analysis, we will describe how an interval fund operates and how interval funds compare to traditional drawdown funds.

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Investment Considerations for Direct Indexing Strategies

Key Criteria for Assessing Direct Indexing

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Tools to Intelligence: How Envestnet is Using AI to Power the Future of Financial Advice

Learn how we are operationalizing AI across the wealth ecosystem, why we believe intelligence is more important than tooling, and how we’re aligning innovation with the advisor’s core responsibility.

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Tax Alpha and More: Understanding the Value of Direct Indexing

Changes in technology and trading commissions have led to the decline in investment minimums for direct indexing, and a seven-figure portfolio is no longer required to support these accounts.

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Guide to Holistic Tax Management

In this guide for financial advisors, we will explore how a holistic tax overlay may be used to manage equity portfolios in taxable accounts.

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The S&P 500 Has Entered a Correction. Should You Worry?

A correction begins when a market declines by at least 10% from its high. Let’s first examine the historical context of this new correction. We’ll then assess the current economic and market situation

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What We Are Hearing And Seeing

Dig into what PMC's analyst team is hearing in discussions about equity, fixed income, liquid alternatives, and more with asset managers.

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4 Tips For Managing Your Capital Gains Taxes

Check out our tips that can help you more effectively manage your clients’ taxes.

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Fee-Only vs. Subscription-Based Pricing: Trends and Technology's Impact

RIAs must take a long-term view of pricing and billing for their services and adopt software that scales based on industry trends and overall growth.

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Active vs. Passive Asset Management

In this latest release of the Active vs Passive Management research, we have updated previous results on Morningstar category classification into “active” or “passive.”

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2024 State of Financial Planning and Fees: Technology's Impact

Financial planning technology has revolutionized the advisor-client relationship by offering a platform with foundational to sophisticated planning and actionable insights.

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Leveraging Both Sides of the Balance Sheet to Help Build Wealth

Integrated financial technology and the ever-increasing availability of detailed account data has created an opportunity to borrow - strategically or tactically - to accomplish financial goals.

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5 Top RIA Trends to Power Your Practice

From industry consolidation, to well capitalized new entrants, to client expectations for expanded planning services, a number of emerging trends have RIAs rethinking the way they do business.

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Annuities as an Asset Class for Fee Based Advisors

RIAs usually emphasize investment-centric approaches that rely on earning the risk premium from the stock market as the most effective way to support a retired client's financial goals.

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Powerful platforms tailored to your industry.