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Envestnet @ENVintel
@EnvMoneyGuide's report, "The State of Financial Planning and Fees," found that more advisors are charging separate… https://t.co/Ob9XPx9m2O

1 day 12 hours ago

Developing the Roadmap

Advanced research, integrated analytics, and expert advisory support to help build winning portfolios and recommendations.

Learn More About Our Planning Tools

Extensive Investment Access

Broad access to more than 15,000 products, hundreds of SMA managers, and our elite network of strategists.

Check Out Our Portfolio Solutions And Services

Executing and
Managing Your Strategy

Automatic monitoring, efficient rebalancing, and archivable
action plans that help meet compliance standards.

Streamline Portfolio Management

Ongoing Monitoring
and Comprehensive Reporting

Create customized, branded, and easy-to-read reports that can incorporate data from hundreds of sources.

Leverage Robust Reporting Capabilities

Transforming Data into Actionable Insights

Apply advanced analytics tools to a comprehensive set of data to uncover practice and portfolio trends and business advantages.

Access Robust Data Intelligence

Envestnet @ENVintel
@EnvMoneyGuide's report, "The State of Financial Planning and Fees," found that more advisors are charging separate… https://t.co/Ob9XPx9m2O

1 day 12 hours ago

The Power of Unified Advice

Our unified advice platform empowers advisors with better intelligence to help make financial wellness a reality for more people.

Better intelligence.Better financial outcomes.Better lives.

Schedule a Demo Learn More

Envestnet | Tamarac provides the most comprehensive technology solution for independent RIAs, with the expertise and staff to support your firm every step of the way.

Envestnet | Yodlee is the leading data aggregation and data analytics platform, helping consumers live better financial lives through our innovative products and services.

Envestnet | PMC provides best-in-Class solutions to streamline investment management.

Envestnet | MoneyGuide is dedicated to making goal-based financial planning efficient and approachable.

Envestnet Retirement Solutions provides a technology solution that results in holistic data, regulatory, and investment management.

Building the Financial Wellness Network

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Total platform assets

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Investor Accounts

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Data Sources

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Advisors

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Paid Subscribers

Data as of September 30, 2020.
Includes accounts/assets under management, administration, and subscription arrangements.