Awards

Industry Recognition and Awards

Envestnet's mission is to empower financial advisors to deliver excellence in wealth management—to improve client outcomes and to run your business more effectively.  Thank you for the industry recognition.

2017 Awards

2017 Wealth Management Industry Awards

TAMPs, Portfolio Accounting, Technology Disruptors and Client Portal

Category: Disruptors - Technology
Winner: The Envestnet Platform

Founded in 1999, Envestnet has been working towards its goal of building a holistic wealth management platform with the ultimate goal of providing advisors all the information and analytics they need to better advise their clients, construct portfolios and benchmark their practice. Since the 2016 Wheelhouse Analytics LLC acquisition, Envestnet has greatly enhanced its platform analytics and now provides enterprises and advisors with online dashboards and reporting tools that deliver segmentation analytics, trend analysis and benchmarking capabilities to help advisors improve business performance and client relationships.

Category: TAMPs
Winner: The Envestnet Platform

Envestnet is the largest TAMP in the U.S. with over $1.2 trillion in platform assets, including $393 billion in assets under management/administration and more than 57,000 advisors using its platform as of June 30, 2017. The integration of a wealth management platform with investment management, fiduciary services, and analytics makes Envestnet a powerful force in the industry. Envestnet Analytics brings online dashboards and reporting tools to Envestnet’s clients, equipping them to drill down into greater levels of detail.

Category: Technology Providers - Portfolio Accounting
Winner: The Envestnet Platform

Envestnet’s Goals-Based Portfolio Management and Reporting capabilities empower advisors to construct client portfolios grounded in goals-based and cash-flow financial planning. Performance monitoring and reporting tied to established goals are also offered through Envestnet Logix and Envestnet’s Vantage™ Reporting Solutions.

Category: Technology Providers - Client Portals
Winner: Envestnet | Tamarac

Tamarac’s client portal is a key component of its comprehensive technology platform for Registered Investment Advisors (RIAs), which also includes best-in-class performance reporting, trading, billing, prospecting, CRM, onboarding and data aggregation software. The portal serves as a digital hub of communication between advisors and their clients, providing a comprehensive view of a client’s financial picture, interactive reporting, a secure document vault, integrated financial planning, and more.

 

2017 MMI/Barron’s Industry Awards

Doing Good

This award was presented to the program that supports a deserving cause or gives back to the communities we serve.

Envestnet Institute On Campus was chosen as a program designed to interest college students in the asset and wealth management industry by creating awareness of career possibilities, providing foundational training, and connecting them with potential employers.

Bank Insurance and Securities Association (BISA)

Envestnet - 2017 Technology Innovation Award

The award recognizes companies that are leaders in the advancement of the financial services industry's products, services and platforms through technology innovation. 

Family Wealth Report Awards 2017

Compliance

This award was presented to the technology provider specializing in solutions and tools to help compliance, including AML and KYC.

Envestnet was selected for integrating a robust turnkey platform that is strongly informed by a solid compliance component.

Family Wealth Report Awards 2017

Outsourcing/Business Process Outsourcing

This award was presented to the third-party organization providing outsourced business processes or systems to wealth management businesses.

Envestnet was chosen for its range of offerings and ability to cover a broad spectrum of client needs. 

Family Wealth Report Awards 2017

Portfolio Management

This award was presented to the technology solution provider specializing in tools for managing clients’ investment portfolios and monitoring against mandate. 

Envestnet | Tamarac was selected for their focus on outstanding portfolio management and the calibre of their offering in this respect.

2017 Private Asset Management Awards

Envestnet | PMC - Best Outsourced CIO Solution

Envestnet | PMC delivers institutional-quality research, due diligence, consulting, and investment solutions that empower financial advisors to enhance client outcomes.  We combine thoughtful investment intelligence with advanced technology to offer advisors a competitive edge.  We set ourselves apart by offering an objective, unbiased approach to research coupled with the experience of implementing portfolios the way advisors do, while acting as an investment fiduciary.