Addressing Your Challenges
As our industry evolves—and the financial markets become more complex—Envestnet employs innovative technology coupled with personalized investment intelligence to provide truly client-focused
wealth management. We understand the challenges you face and our intelligent systems for wealth management and financial wellness work to advance, streamline, and scale your business.
Provide oversights across all lines of business with our leading smart system built on a powerful and trusted technology infrastructure. We can create operational efficiencies while also seamlessly connecting with important 3rd-party software.
In an ever-evolving regulatory environment, we’ve identified 5 key components to meeting a new fiduciary standard. To help you address these key areas of concern, leverage our Fiduciary Desktop—a set of configurable tools that seamlessly integrate fiduciary rule compliance into a streamlined wealth management workflow.
Deliver a real-time holistic view of your client’s wealth, white-labeled for your firm, and customized to your value proposition. Our Financial Wellness Solutions span across the advice continuum: from assisting “do-it-yourself” oriented clients with budgets and basic goals-based planning, to helping to develop a sophisticated financial plan.
Enhance your decision-making with robust analytics that deliver you actionable intelligence. With 15K+ data sources, daily account reconciliation, direct data feeds from multiple sources, and millions of users, we harmonize data to help foster growth and better client outcomes.