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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.
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Building the Financial Wellness Network
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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: 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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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