Wealth Solutions

Envestnet Envestats - The Rise of the UMA

Envestat is our regularly published insights report, delivering real business intelligence that matters, direct from the industry’s largest wealth data platform.

Private Credits Moment of Truth

Private credit has been one of the defining asset growth stories of the past decade.

PMC Monthly Recap February 2026

Alternative Investments Landscape Glossary

Designed for advisors and home‑office professionals, it simplifies complex industry language to support more informed conversations with clients and stakeholders.

Interval Funds 101

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

Envestats - Advisor Fees

The Truth About Financial Advisor Fees: Unveiled

PMC Monthly Recap January 2026

Eleven of the twelve asset classes tracked in this recap recorded gains last month.  Commodities led the way in January, despite the rout in precious metals on the last trading day of the month.

PMC November Market Recap

November saw stocks largely struggle for ¾ of the month. The last week of November lifted most equity markets back into the black for the month, though.

Investment Considerations for Direct Indexing Strategies

Key Criteria for Assessing Direct Indexing

Envestnet Retirement Capabilities

Envestnet’s practice management platform is a full set of tools that are configured on a role-based level for advisors.

Envestnet Retirement Fiduciary Services

As business owner clients are increasingly look to their financial advisors for help establishing qualified plans, PEPs & MEPs may satisfy these needs and Envestnet is here to help you.

Our tax management tools in action

In this example, we have a client that an advisor just brought to their practice, and they want to transition out of their current equity positions into model positions

September PMC Monthly Market Recap

Last month did not follow the historical tendency for September to be a rough month for equities. Instead, gains flowed across every stock market index tracked in this recap.

RIA Marketplace - Summary of Models

Advisors can access a suite of nearly 200 Fund Strategist Programs (FSPs) from BlackRock, Fidelity®, Franklin Templeton, State Street Global Advisors, and Envestnet | PMC.

Tax Overlay Portfolio Diversification Service

Envestnet PMC offers Tax Overlay Services to help investors control or customize realizing gains within their portfolios, or diversify concentrated portfolios in a tax-efficient manner.

Overlay Services

Tax Overlay Services is a customizable solution for investors who want to control or customize the realization of unrealized gains in their portfolios or diversify concentrated portfolios.

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.