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Envestnet @ENVintel
We are proud to announce that Envestnet Connect is on track to release in 3Q20. This AI-driven application creates… https://t.co/Pm7EunKhDV

16 hours 25 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 are proud to announce that Envestnet Connect is on track to release in 3Q20. This AI-driven application creates… https://t.co/Pm7EunKhDV

16 hours 25 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.

Schedule a Demo Learn More

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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.

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.

Advisor Insights Weekly Updates: May 18 – May 23

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.

'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.

Advisor Insights Weekly Updates: May 11 – May 15

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.

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.

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.

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.