Home
A better way to manage assets
The tools, products, and expertise that empower you to conquer complexity and drive success.
-
Envestnet
@ENVintel
In this @barronsonline's article, @ENVCrager talks about acquiring @ENVMoneyGuide and @Yodlee, and how Envestnet’s… https://t.co/ArGF9wkrnQ2 days 6 hours ago
-
Envestnet
@ENVintel
In this @barronsonline's article, @ENVCrager talks about acquiring @ENVMoneyGuide and @Yodlee, and how Envestnet’s… https://t.co/ArGF9wkrnQ2 days 6 hours ago
Does Unified Technology Matter?
Learn how advanced integration can address many of the business and practice management challenges you face.
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
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.
Building the Financial Wellness Network
$
0
T+Total platform assets
0
M+Investor Accounts
0
K+Data Sources
0
K+Advisors
Data as of March 31, 2020.
Includes accounts/assets under management, administration, and subscription arrangements.
Includes accounts/assets under management, administration, and subscription arrangements.
Blog Post
3 Ways We Can Shape the Future of Financial Literacy And Education
July 7, 2020
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.
Read More
Blog Post
Advisor Summit On-Demand Featuring: Envestnet | MoneyGuide
June 30, 2020
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.
Read More
Blog Post
Advisor Insights Weekly Updates: June 14 – June 19
June 22, 2020
Last week the Fed announced efforts to purchase individual corporate bonds and advisors began putting the most cash back to work with fixed income asset classes again leading the way.
Read More
Blog Post
A Message from Bill Crager
June 3, 2020
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.
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
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