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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™.

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Wealth Management Platform

Administration

Billing Solutions

Client Portal

CRM

Proposal

Reporting

Trading

Unified Managed Accounts

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

See How Envestnet is Different

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.

How Osaic and Envestnet are streamlining advisor success

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

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.

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

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.

How Osaic and Envestnet are streamlining advisor success

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

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.

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

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

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Home
Tax Overlay Campaign
After Tax Reporting FAQ

After Tax Reporting FAQ

Published Date March 11, 2025

Download PDF

Previous Flipbook

After-Tax Performance Reporting: Demonstrating the Potential Value of Tax Overlay

This enhanced reporting capability allows you to show your clients how you affected their after-tax performance by implementing our Tax Overlay service.
Next Flipbook

Fund Strategist Tax Management Service Brochure

Most Recent Flipbooks

5 months ago
Overlay Services Brochure

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Tax Overlay Service: Tax-Efficient Investing

The Tax Overlay Service is designed to help reduce tax exposure with the goal of improving after-tax returns.

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Configuration Guide - FSP Tax Management

The Fund Strategist Tax Management Service service allows a client to open an FSP Account under an FSP Program and control the tax cost of trading towards their selected FSP Product’s model holdings.

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After-Tax Reporting Configuration Guide

Accounts using the FSP Tax Management and Tax Overlay (UMAs) services have access to a unique online report called “Tax Overlay Benefits”. Note, this is a report that is visible to all Admin users.

Read Flipbook
After-Tax Performance Reporting: Demonstrating the Potential Value of Tax Overlay

This enhanced reporting capability allows you to show your clients how you affected their after-tax performance by implementing our Tax Overlay service.

Read Flipbook
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Tax Overlay Services Fact Sheet

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Powerful platforms tailored to your industry.