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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

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CRM

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Billing Solutions

Financial Planning

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Micro Planning

Prospecting & Lead Generation

Retirement Distribution

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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

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Open Banking

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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.

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.

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

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.

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.
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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.
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.

Resources | Envestnet

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Wealth Solutions
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