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Envestnet @ENVintel
Proud that over 103K advisors trust Envestnet to help them serve their clients. We’re committed to positioning you… https://t.co/bDQN5j6heH

16 min 50 sec 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
Proud that over 103K advisors trust Envestnet to help them serve their clients. We’re committed to positioning you… https://t.co/bDQN5j6heH

16 min 50 sec 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.

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A new way to experience the Advisor Summit.

Things happen. Plans change. Join us for a new Advisor Summit where you can control your experience.

Navigating the Impact of COVID-19

The Advisor's Playbook for Leading Clients Forward

We’ve compiled a playbook detailing how we believe the industry will change as a result of the global coronavirus pandemic and actions you can take to position yourself as an essential advisor and trusted partner.

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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Data as of March 31, 2020.
Includes accounts/assets under management, administration, and subscription arrangements.

Personalized and Frequent Contact Is What Clients Want Now

Use this time to expand your footprint, excel in digital tools and have empathy toward your clients, Envestnet experts advised.

Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic

Envestnet, Inc. (NYSE: ENV) has rolled out a new resource, The Advisor’s Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic’s far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt.

Envestnet Welcomes WealthTech Veteran Dani Fava as Head of Strategic Development

Envestnet, Inc. (NYSE: ENV) announces that Dani Fava has joined the firm as Head of Strategic Development. In her newly created role, Ms. Fava will work closely with business, product, and client-facing teams to identify, analyze, and prioritize transformative opportunities to expand and deliver on Envestnet’s strategic roadmap.

Envestnet Launches 2020 Advisor Summit On-Demand

Envestnet, Inc. (NYSE: ENV) announced today the release of its 2020 Envestnet Advisor Summit On-Demand, a digital multimedia resource center with over 50 engaging videos and content covering how advisors and enterprises can help clients achieve financial wellness, while growing their businesses and harnessing the power of Envestnet's unified platform to provide essential advice.

Current Events May Pull Impact Investing Into The Mainstream

How a company reacts to a crisis and uses its voice to address social issues have become key factors in impact investing. And, it’s difficult to think of another point in time when there has been such a singular focus on companies attempting to do the right thing by all their stakeholders—investors, employees, customers, and local communities—while also struggling through an economic shutdown.

3 Ways We Can Shape the Future of Financial Literacy And Education

As chairman of Envestnet Institute On Campus (EIOC), I am fortunate to interact with students, spending time on college campuses, holding virtual seminars, and providing one-on-one counseling. In my conversations with students and young adults during this trying time, I find they are struggling to figure out their next moves, contemplating the changing conditions on college campuses, and facing heightened financial insecurities.

Advisor Summit On-Demand Featuring: Envestnet | MoneyGuide

The real value of Advisor Summit lies in the sense of community and connection it fosters, while delivering advice, technology, data, insights, and expertise from across the industry. We felt a responsibility to find a way to deliver that experience, and we’re excited to announce the launch of the 2020 Envestnet Advisor Summit On-Demand.

Supporting Our Clients, Communities, and Team through a Global Pandemic

The pandemic is not over, and while we are not on the frontlines of the fight, the work we do is critical in helping millions of people on the path to financial wellness. We’ve been supporting our team, our clients, and our communities for 20 years, and we’ll continue to find innovative ways to do so.

A Message from Bill Crager

These are days that will chronicle a dark time in America. We are navigating the silence of a virus that’s sweeping through our communities, infecting and killing people in shocking numbers, filling hospitals, and closing down our towns and cities. So far, 40+ million people have filed for unemployment and millions of businesses are teetering on the brink of survival. These past days, America’s silence has been shattered by a national outcry as we reckon, once again, with the devastating reality of injustice and inequality.

'Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Centralized Application Produces Data-Driven, Relevant Information Based on Clients' Specific Needs.

Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management

Growth-Minded Canadian Firm Adopts Envestnet's Unified Advice Platform to Support its Advisors & Internal Portfolio Managers, as well as End Clients.

Post-Pandemic – How We Lead Our Clients Forward

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.

Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors' Digital Client Engagement

Clients and Advisors Can Now Connect Via One and Two-Way Video During Portal Sharing, Bringing a Human Element to On-Screen Collaboration.