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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.

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          Drive scalable growth with technology that enhances the client experience.

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          Powerful platforms tailored to your industry.

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          Maximize the impact of your advice.

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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.

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      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.

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      Envestnet

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      Envestnet | Retirement Solutions

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      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.

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      KEY TAKEAWAYS FROM THE BATTLE OF THE AGES

      The generational divide and its implication for investors.

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      • 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.

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      1. Home
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      3. Grow Your Practice with Bundled Solutions

      Grow Your Practice with Bundled Solutions

      Envestnet’s unmatched breadth of market-leading technologies, coupled with an open-architecture and modular platform, provides you with an integrated end-to-end solution.

      Download PDF

      Envestnet’s unmatched breadth of market-leading technologies, coupled with an open-architecture and modular platform, provides you with an integrated end-to-end solution to help you:

      • Minimize the time you spend as a technology integrator. 
      • Elevate your business.
      • Drive business efficiency and scale
      • Reduce operational risk. 
      • Free-up time to focus on client relationships.

      Learn more abouut this powerful combination to help deepend the client experiece in our Brochure.

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