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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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        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.

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        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.

      • image

        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.

      • image

        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.

      • image

        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

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    • 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.

      some image

      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.

      some image

      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.

      some image

      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.

    • 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.

      • image

        Insights Engine named Best AI-based Solution for Financial Services

        Recognized in 6th annual AI Breakthrough Awards.

      • image

        Key takeaways from the Battle of the Ages

        The generational divide and its implication for investors.

  • Start now
  • Resources | Envestnet

      • For RIAs
      • For Asset Managers
      • For Financial Institutions
      • For Financial Professionals
      • Wealth Management Technology
      • Financial Planning
      • Wealth Solutions
      • Data & Analytics
      • Whitepapers
      • eBooks
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      • Customer Stories
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      • Upcoming Events & Webinars

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      Wealth Management Technology

      • Envestnet Billing Solutions - Revenue Manager 1:09

        Envestnet Billing Solutions - Revenue Manager

        Learn about Envestnet Revenue Manager’s next-level, real-time analytics, which are designed to increase predictive capabilities, improve cash flow, reduce costs, and enhance client service.

        Watch Video

      • On-Demand Webinar - Enhancing the Client Experience with Envestnet | Tamarac and Envestnet | MoneyGuide 39:35

        On-Demand Webinar - Enhancing the Client Experience with Envestnet | Tamarac and Envestnet | MoneyGuide

        Through the powerful combination of Envestnet | Tamarac and Envestnet | MoneyGuide, you can better serve your clients with a more integrated and seamless experience.

        Watch Video

      • On-Demand Webinar - The Importance of Billing Technology for RIA Aggregators 46:37

        On-Demand Webinar - The Importance of Billing Technology for RIA Aggregators

        Watch our on-demand webinar and learn how RIA Aggregators can leverage technology to simplify and automate billing processes, helping to ensure accuracy and compliance.

        Watch Video

      • Envestnet Trading Tools

        Envestnet Trading Tools

        Take a deep dive into the details of Envestnet’s trading offerings. We’ll go through the products starting from a high-level, working further down into the specifics of each.

        Read Flipbook

      • On-Demand Webinar - RIA Marketplace Insights: Enhancing Value Through Strategic Outsourcing 55:37

        On-Demand Webinar - RIA Marketplace Insights: Enhancing Value Through Strategic Outsourcing

        In this one-hour session, we introduce the RIA Marketplace, a solution designed to expand your investment capabilities through access to third-party money managers.

        Watch Video

      • On-Demand Webinar - Explore the Power of Envestnet | Tamarac: Introducing the Report Builder 55:14

        On-Demand Webinar - Explore the Power of Envestnet | Tamarac: Introducing the Report Builder

        Watch Video

      • The Wealth Management Platform Experience Guide

        The Wealth Management Platform Experience Guide

        Take a tour through the Envestnet platform and learn more about how our tools interconnect with each other, in an interactive way!

        Read Article

      • Envestnet's Financial Ecosystem

        Envestnet's Financial Ecosystem

        We've built a seamless, integrated network of tools that enables Financial Institutions, Advisors, RIAs, and FinTech Partners to make the Intelligent Financial Life a reality for their clients.

        Read Flipbook

      • Seven Principles for Generating Retirement Cash Flow

        Seven Principles for Generating Retirement Cash Flow

        This eBook developed by MoneyGuide and Janus Henderson Investors, will demonstrate how to better provide cash management and generation tactics to clients who are entering or in retirement.

        Read Flipbook

      • Virtual Financial Planning

        Virtual Financial Planning

        We've shared tips for virtual meetings and powerful MoneyGuide features to help facilitate client conversations, keep them on track and feeling confident in their financial future.

        Read Flipbook

      • Social Security - Beyond the Basics: An Advisor's Guide to Social Security

        Social Security - Beyond the Basics: An Advisor's Guide to Social Security

        Learn how you can position yourself to provide guidance by becoming familiar with the facets of Social Security and advanced concepts to help your clients better understand this topic.

        Read Flipbook

      • Life Insurance and the Impact on a Financial Plan

        Life Insurance and the Impact on a Financial Plan

        Help your clients visualize their insurance needs over time and solve for laddered strategies.

        Read Flipbook

      • Prescribing Guaranteed Income in a Financial Plan

        Prescribing Guaranteed Income in a Financial Plan

        The conversation is changing and now financial professionals have the opportunity to blend the discussion of risk tolerance with the concept of income protection, now more than ever before.

        Read Flipbook

      • How to Master Data and Prepare for the Future Wealth Management

        How to Master Data and Prepare for the Future Wealth Management

        Years of investing, portfolio management, and goal-planning naturally yields lots od data-likely more than anyone has the time, means, or resources to yield.

        Read Flipbook

      • RIA Roadmap: Six Steps to Digital Transformation

        RIA Roadmap: Six Steps to Digital Transformation

        Successful advisors looking to demonstrate greater value to clients in the post-pandemic world believe that digitalization enhances client engagement, services, and the overall experience.

        Read Flipbook

      • Billing Capabilities

        Billing Capabilities

        Envestnet offers both AUM and subscription-fee billing solutions via Envestnet BillFin and Envestnet Payments.

        Read Flipbook

      • Envestnet | Tamarac Roadmap: What's Coming in 2025 1:17:03

        Envestnet | Tamarac Roadmap: What's Coming in 2025

        Watch our on-demand webinar for an in-depth look at Envestnet | Tamarac roadmap for 2025, showcasing our latest innovations and integrated solutions.

        Watch Video

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

        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.

        Read Flipbook

      • The Envestnet Advisor Portal: An Integrated Approach to Managing Your Business

        The Envestnet Advisor Portal: An Integrated Approach to Managing Your Business

        Deliver better outcomes for your clients with the Envestnet Advisor Portal - a robust technology experience to enhance your client relationships on their journey to achieving financial wellness.

        Read Flipbook

      • A New and Improved Wealth Trading Experience

        A New and Improved Wealth Trading Experience

        Our new trading tool builds upon our existing trade logic and native capabilities, offering a modernized interface that enhances productivity and efficiency throughout the trading lifecycle.

        Read Flipbook

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