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Envestnet @ENVintel
Don't miss our Q&A with our Executive Managing Director & Head of Enterprise Sales Channel detailing how Envestnet… https://t.co/HB8onsNXJI

1 hour 49 min ago

Developing the Roadmap

Advanced research, integrated analytics, and expert advisory support to help build winning portfolios and recommendations.

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Extensive Investment Access

Broad access to more than 15,000 products, hundreds of SMA managers, and our elite network of strategists.

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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
Don't miss our Q&A with our Executive Managing Director & Head of Enterprise Sales Channel detailing how Envestnet… https://t.co/HB8onsNXJI

1 hour 49 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.

Envestnet Advisor Summit Canceled

We have been closely monitoring the rapidly evolving situation with the coronavirus (COVID-19) for the past few weeks, hoping that things might take a turn for the better by the time April 29 rolls around. This does not appear to be likely. As a result, and after much thoughtful consideration, we have made the difficult decision to cancel this year’s Advisor Summit in Austin, TX (April 29-30).

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.

Building the Financial Wellness Network

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Data as of December 31, 2019.
Includes accounts/assets under management, administration, and subscription arrangements.

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.

Advisor Pulse Weekly Updates: March 30 – April 3

Advisors remain very active making small changes to client portfolios, harvesting tax losses, and fine-tuning risk tolerances, while generally keeping their clients invested to meet their objectives.

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.

3 Tax Management Approaches to Help Demonstrate Your Value During Market Volatility

Given recent market volatility, your clients are likely concerned about their finances and worried about the future. Unfortunately, market behavior is far from within your control. However, this can be an ideal time to demonstrate the value of your advice in helping your clients manage the aspects of their portfolios that are within control. Taxes are often top-of-mind this time of year and can be a great place to start.

Envestnet Announces Leadership Appointment

Envestnet's Board of Directors of announced today the following leadership appointments.

Using Behavioral Finance Concepts to Create Better Client Relationships in a Bear Market

Incorporating behavioral finance concepts into your financial planning process can help you and your clients stay on track for meeting financial goals, particularly during a bear market. John Forlines III, CIO of W.E. Donoghue & Co., LCC and Professor of Behavioral Finance at Duke University, recently joined us for a webinar to discuss how you can coach your clients through this difficult time.

6 Ways to Support Your Clients During Periods of Market Volatility

In times of market volatility, investors need the ability to turn to a real person and ask the most human question: “What should I do?” This presents a valuable opportunity for you to fulfill the essential role of counselor, offering unified advice and insight to help your clients manage their emotions and their wealth on the path to achieving financial wellness.

Envestnet Institute: Curated Educational Content to Help You Respond to Market Events

The impact of COVID-19 on the markets and the financial industry cannot be understated. Staying aware of day-to-day changes and trends can help you adjust your strategies and address client questions and concerns. Envestnet Institute can help you stay up to date with access to resources from a variety of asset managers in one consolidated location, including webinars, articles, podcasts, and more.

How to Stay Productive and Engaged When Working Remotelye

Many companies around the world have recently rolled out mandatory work-from-home policies amid the spread of COVID-19. This may be a new experience for you and your team – and for your clients – who may feel increasingly anxious and concerned.

Here are some tips to help you stay productive and engaged as you navigate your business remotely.

Envestnet to Expand Footprint Further in 'Silicon Raleigh' With Move into 'Tower Two at Bloc[83]'

Envestnet to Expand Footprint Further in 'Silicon Raleigh' With Move into 'Tower Two at Bloc[83]' Modern High-Rise Office Building in Most Coveted Neighborhood Will Enable Envestnet's North Carolina-Based Teams to More Than Double Their Headcount.

Spring Cleaning Your Clients’ Portfolios

The second quarter of the year coincides with the start of spring and offers an opportunity to take a “spring cleaning” approach to your clients’ portfolios. Proactively engaging with your clients to reaffirm or update the strategy you have in place can set the stage for a productive rest of the year and serve as a valuable connection point for your relationships.

4 Trends We’re Seeing in the Strategist Portfolio Space

February 25, 2020

Over the past several years, advisors have been increasingly partnering with strategist firms, like our own Fund Strategist Network, to help with the investment management component of their practice. While traditionally a key aspect of an advisor’s value proposition, outsourcing asset allocation, portfolio construction, tax management, risk management, and related activities to these firms has given advisors the opportunity to focus on other wealth management services to help enrich the client experience, enhance relationships, and enable improved outcomes.

Envestnet Offers a “New Playbook” for Advising Gens Y & Z

February 21, 2020

T3 Tech News - Over 3 decades, economic changes have reshaped the financial lives and dreams of young Americans, impacting Millennials the hardest. In this new white paper, written by Karen Lanzetta, head of market research at Envestnet, financial advisors will learn how to attract and serve this younger demographic.