A Better Way to Manage Wealth
Envestnet empowers your practice with the tools and support you need to conquer complexity and drive success.
Build savvy recommendations on a strong foundation of our advanced research and integrated analytics.
Enjoy broad access to nearly 7,000 products, hundreds of SMA managers and our elite network of strategists.
Manage both portfolios and your business, with automatic monitoring, efficient rebalancing and archivable action plans.
Create customized, branded, accurate, easy-to-read reports that can incorporate data from hundreds of sources.
Learn about Envestnet's premium offerings