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Envestnet @ENVintel
We want to honor everyone who has served and sacrificed for our country. Thank you! We'll be back at it tomorrow, a… https://t.co/XdpERJGoQe

12 hours 38 min 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
We want to honor everyone who has served and sacrificed for our country. Thank you! We'll be back at it tomorrow, a… https://t.co/XdpERJGoQe

12 hours 38 min 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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COVID-19: Weekly 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.

Post-Pandemic - How We Lead 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 | 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 December 31, 2019.
Includes accounts/assets under management, administration, and subscription arrangements.

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.

Advisor Insights Weekly Updates: April 27-May 4

Is this the new normal? The past several weeks have seen a consistent set of data trends. When comparing this period to the previous 18 months, we see, overall transaction activity leveled off at roughly twice the historical levels, adjustments to clients investment objectives at roughly 45% higher, client activity back to normal, and net flows in and out of more risky and less risky investment vehicles is near zero, or flat.

Envestnet Institute In Classrooms: Digital Coursework For K-12 Students Available Now

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.

Envestnet Offers Complimentary Access to Digital Financial Literacy Courses

Envestnet Leverages Strategic Partnership with EVERFI through Envestnet Institute in Classrooms to Offer Critical Skills Education.

Advisor Insights Weekly Updates: April 20 – April 24

While crisis-level activity has largely subsided, advisors remain very active relative to “normal” levels of activity we saw during the bull market run. For the past three weeks, advisors have been risk-neutral, with net flows into more risky and less risky assets being near zero.

Help Clients Find Opportunities Amid Market Volatility

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.

9 Resources To Help Navigate Market Volatility And The Impact Of COVID-19

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.

Helping Your Clients On Their Journey to Financial Wellness

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.

Complimentary Access to Our MyBlocks Financial Planning Tools

We’ve long said that financial planning is the gateway to financial wellness, and in a time when many Americans are facing difficult financial decisions and uncertainty about what lies ahead, we want to help more people take control and build a plan for the future. While we can’t manufacture masks or ventilators, we can help ensure that as many Americans as possible have access to free financial planning tools.

A Four-Step System for Talking Clients Through Market Volatility: A Guest Post From Dr. Daniel Crosby, Brinker Capital

As an advisor, you’re aware that market volatility and downturns are inevitable. While these events can be stressful, history indicates that the markets eventually recover. Your clients, however, may be feeling panicked. In times of market volatility, you need to fulfill the role of advisor and of coach.