Home

A better way to manage assets

The tools, products, and expertise that empower you to conquer complexity and drive success.

Developing the Roadmap

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

Extensive Investment Access

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

Executing and
Managing Your Strategy

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

Ongoing Monitoring
and Comprehensive Reporting

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

Transforming Data into Actionable Insights

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

Does Unified Technology Matter? Learn how advanced integration can address many of the business and practice management challenges you face. View Infographic
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.
X
COVID-19: Client Update
View the latest update from Bill Crager on the steps that Envestnet is taking to ensure the continuity of our service and the health and safety of our amazing staff who delivers it.
Building the Financial Wellness Network
$
0
T+
Total platform assets
0
M+
Investor Accounts
0
K+
Data Sources
0
K+
Advisors
Data as of December 31, 2019.
Includes accounts/assets under management, administration, and subscription arrangements.
Blog Post
Advisor Insights Weekly Updates: May 18 – May 23
May 26, 2020
Last week was a return to “normal” for advisor activities. Trading volume was close to the average seen in 2019. Advisors were neutral on risk – more risky and less risky investments were both near net zero in flows.
Read More
Press Release
'Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs
May 26, 2020
Centralized Application Produces Data-Driven, Relevant Information Based on Clients' Specific Needs.
Read More
Press Release
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
May 12, 2020
Growth-Minded Canadian Firm Adopts Envestnet's Unified Advice Platform to Support its Advisors & Internal Portfolio Managers, as well as End Clients.
Read More
Web Page
Post-Pandemic – How We Lead Our Clients Forward
May 7, 2020
History tells stories of triumph and failure, as well as natural and manmade calamities that redefine the time beyond them. We are living in one of those periods now. Life before was one way. Life during and after will be another.
Learn More
Blog Post
Advisor Insights Weekly Updates: May 11 – May 15
May 18, 2020
This week looked a lot like the previous week. Trading activity and changes to client’s goals and objectives were both consistent relative to last week. Less risky asset styles had no net inflows or outflows and more risky assets flows saw modest outflows.
Read More
Press Release
Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors' Digital Client Engagement
May 5, 2020
Clients and Advisors Can Now Connect Via One and Two-Way Video During Portal Sharing, Bringing a Human Element to On-Screen Collaboration.
Read More
Blog Post
Envestnet Institute In Classrooms: Digital Coursework For K-12 Students Available Now
April 28, 2020
This April, a month that celebrates financial literacy, is also a difficult time for educators, parents, and students, who are dealing with the impact of COVID-19.
Read More
Press Release
Envestnet Offers Complimentary Access to Digital Financial Literacy Courses
April 27, 2020
Envestnet Leverages Strategic Partnership with EVERFI through Envestnet Institute in Classrooms to Offer Critical Skills Education.
Read More
Blog Post
Help Clients Find Opportunities Amid Market Volatility
April 22, 2020
Now is the time to step forward and make clear the value you can provide as a guide, helping prospects and clients navigate the journey to financial wellness.
Read More
Blog Post
9 Resources To Help Navigate Market Volatility And The Impact Of COVID-19
April 21, 2020
Over the past few weeks, we’ve shared a range of content to help you navigate the unprecedented impact of COVID-19. We’ve compiled these resources below to help you easily browse what’s available to address your top-of-mind questions and concerns.
Read More
Blog Post
Helping Your Clients On Their Journey to Financial Wellness
April 15, 2020
Now is the time to step forward and make clear the value you can provide as a guide, helping prospects and clients navigate the journey to financial wellness.
Read More