Advanced
Portfolio Solutions

Broad access to thousands of financial products, including hundreds of SMA managers, which you can easily search, sort, and trade - or outsource investment selection and leverage the advanced portfolio solutions from PMC, Envestnet's portfolio consulting group and our Fund Strategist Network.
Paradigm Liquid Alternatives
Alternatives can help address market challenges by cushioning portfolios against extreme market conditions or tapping into new sources of returns. And a more durable portfolio can make it easier for your clients to stay invested for the long run.

Comprehensive Solutions for Complex Proposals

Leverage the expertise of our portfolio consultants, Envestnet | PMC®, recommendations from more than 60 leading strategists or create and manage portfolios that best express your own investment philosophy.  Access more than 12,000 investment vehicles that you can easily search, research, and trade on your clients' behalf. Build portfolios with innovative vehicles such as our Unified Managed Account or
time-segmented distribution programs
to manage wealth efficiently
and effectively.

Integrated Portfolio Solutions
Advisor as Portfolio Manager

Create and manage portfolios that best express your own vision of asset management, or combine portfolios recommended by our wide-ranging network of strategists. Envestnet gives you access to more than 12,000 investment vehicles, including liquid alternatives.

Fund Strategist Network

More than 60 leading strategists have made their portfolios available through Envestnet. Now you can have access to all of them.

Envestnet | PMC®

PMC creates asset-allocated fund strategies based on its objective, ongoing manager research and due diligence. In addition, PMC uses objective, quantitative research, plus fundamental research and analysis, to compile our list of approved investment strategies, relied on by many advisors and institutions.

Retirement Income Strategies

We know that creating a retirement income strategy is a challenge. We have developed the tools to help you devise and explain strategies that help reduce risk and maximize income. With Envestnet's PlanHorizon program, you can employ a fully integrated time-segmented distribution strategy designed to generate consistent income throughout retirement.

Envestnet Unified Managed Account

This innovative investment vehicle empowers you to mix strategies, investment types, and portfolios in a single account. That means more tax efficiency, less paperwork, and lower costs overall.