Institutions

Whether managing a foundation or a financial institution, you need a scalable investment platform that allows you to white-label services and configure access to the right mix of products and capabilities. Our dynamic platform offers that; provides training and access to senior investment strategists when needed; and gives investment managers the ability to build, manage, trade, report, service, and even sell their own proprietary portfolios. Envestnet can help you do it all.

Asset Managers

As an investment manager, you can enhance your expertise with access to an open architecture platform that allows you to build, manage, trade, report, service, and sell your own proprietary portfolios as well as capture real-time insight into new business opportunities.

Foundations and Endowments

As an institutional investor, you seek a partner that can support your core competencies—services that can put you at the forefront of today’s management capabilities. You want access to institutional-quality investment management solutions as well as leading technology to expand your offering while enhancing your efficiency, effectiveness, and scale.

Bank Wealth Management Organizations

Your firm seeks an integrated system that incorporates technology, consulting, and professional development to build competitive investment offerings, help optimize operating models, and improve growth and profitability.

Independent Advisory Networks (IANs)

As an independent advisory network, you seek an intuitive, highly integrated platform that can support the unique needs of top performing entrepreneurial RIAs. Your goal is to deliver robust research and due diligence; access to a wide range of institutional quality products; and a system that enables compliance oversight on multiple branches/advisors.

Broker-Dealer Home Offices

At the home office, you want an integrated system that is flexible and efficient to meet the needs of your diverse advisor base. Your goal is to reduce complexity while maximizing productivity.