2016 Annual Report
2016 Annual Report
Empowering Financial Wellness
Envestnet empowers advisors and enterprises to build a healthier financial future for clients by combining the best of technology and human expertise. Learn how we’ve innovated in 2016, and how we’ll grow in the years ahead.
Fellow Shareholders:
For more than 16 years, Envestnet has been developing its unified technology to support advisors and enterprises, giving them access to the best and most diverse investment products, and enabling them to run and scale their businesses more efficiently. We are driven not only by the belief that professional financial advisors offer tremendous value and are more essential than ever, but that when supported by intelligent systems those experts can help deliver better outcomes for their clients.
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Letter from the Chairman

Better Scale

Delivering robust cloud-based technology to offer clients the ability to scale

  • More than $1 trillion in total platform assets
  • Empowering more than 54,000 advisors
  • More than 1,000 points of platform configuration
  • 2.5 million unique service requests
  • 1.2 billion accounting transactions processed

Better Network

Connecting software, services, and data to deliver better intelligence and drive better outcomes

  • 16 of the 20 largest U.S. banks
  • 38 of the 50 largest wealth management and brokerage firms
  • More than 500 of the largest Registered Investment Advisers
  • Hundreds of Internet services companies
  • More than 1,600 third-party investment managers; 92 of the top 100 SMA Managers

Better Intelligence

Making data and data aggregation actionable through robust analytics to enhance decision-making

  • More than 15,000 data sources for aggregation
  • 7 million accounts reconciled per day
  • Direct data feeds from multiple sources including custodians, brokerage accounts, and client-permissioned personal finance accounts
  • More than 100 million end users

Better Outcomes

Connecting advisors with unified technology to more effectively support their clients’ financial health

  • RIAs serve 57% more clients and have larger practices
  • Advisors complete 56% more financial plans
  • Bank/trust advisors increase client investment management by 62%
  • Advisors spend 60-65% of their time on investment management and client prospecting
Source: Aite Group, September 2016 "Technology Integration Turbocharges Advisor Productivity: Making Time for Clients" survey of 330 advisors in April 2016

Better Scale

Delivering robust cloud-based technology to offer clients the ability to scale

  • More than $1 trillion in total platform assets
  • Empowering more than 54,000 advisors
  • More than 1,000 points of platform configuration
  • 2.5 million unique service requests
  • 1.2 billion accounting transactions processed

Better Network

Connecting software, services, and data to deliver better intelligence and drive better outcomes

  • 16 of the 20 largest U.S. banks
  • 38 of the 50 largest wealth management and brokerage firms
  • More than 500 of the largest Registered Investment Advisers
  • Hundreds of Internet services companies
  • More than 1,600 third-party investment managers; 92 of the top 100 SMA Managers

Better Intelligence

Making data and data aggregation actionable through robust analytics to enhance decision-making

  • More than 15,000 data sources for aggregation
  • 7 million accounts reconciled per day
  • Direct data feeds from multiple sources including custodians, brokerage accounts, and client-permissioned personal finance accounts
  • More than 100 million end users

Better Outcomes

Connecting advisors with unified technology to more effectively support their clients’ financial health

  • RIAs serve 57% more clients and have larger practices
  • Advisors complete 56% more financial plans
  • Bank/trust advisors increase client investment management by 62%
  • Advisors spend 60-65% of their time on investment management and client prospecting
Source: Aite Group, September 2016 "Technology Integration Turbocharges Advisor Productivity: Making Time for Clients" survey of 330 advisors in April 2016
The Envestnet Difference
Learn how Envestnet is transforming data into actionable intelligence, helping clients scale, and driving better outcomes.
Download the Report
For more information, visit our Investor Relations site.


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Envestnet Annual Report
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Introduction Chairman's Letter The Envestnet Difference Download