Our Ecosystem
An ever-evolving network of data-driven services, products, tools, and technologies designed to enable the Intelligent Financial Life™.
What We Do
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.
Resources
News, insights, and education on the hot topics that are shaping the financial advice industry.
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.
3 ways AI could improve your practice
AI has the potential to dramatically improve data analysis, client service, and marketing efforts within the financial services industry.
An advisor’s guide to female investors
It has become increasingly evident that women play a pivotal role in driving investment decisions and shaping the future of wealth management. Let’s look at what research says about women and wealth, and what opportunities might lie ahead for advisors.
How to scale for growth in 2024
Delivering personalized service to your clients is great, but it won’t help you grow your business unless you can do it at scale. A powerful tech stack can ensure you have the capacity to serve both your clients today and the ones you’ll win tomorrow.
Start now
Whitepapers, eBooks, insights, and education on the hot topics that are shaping the financial advice industry.
Hear how Envestnet's platform has helped our clients' businesses.
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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.
ELEVATE
KEY TAKEAWAYS FROM THE BATTLE OF THE AGES
The generational divide and its implication for investors.
Reporting
CRM
Trading
Unified Managed Accounts
Billing Solutions
Estate & Legacy Planning
Lifetime Planning
Micro Planning
Prospecting & Lead Generation
Retirement Distribution
Support & Training
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
Account Verification
Business Intelligence
Data Aggregation
Data Enrichment
FinApps
Lending
Open Banking
Payments
Research Data & Analytics
Insights Engine named Best AI-based Solution for Financial Services
Key takeaways from the Battle of the Ages
Resources | Envestnet
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