Envestnet helps advisors deliver financial wellness to more people
Envestnet is Fully Vested™ in connecting people's daily lives with their long-term goals.
To make their money more powerful
IntroducingThe Intelligent Financial Life™Make It a Reality
Designed for the future of financial advice
Get access to investment options and a full range of tools for modern trading, reporting, and investment administration.
Supercharge the growth of your practice while making financial wellness possible for your clients, from one integrated platform.
Drive scalable growth with next-generation technology, data breadth, and holistic solutions that enhance the client experience.
Simplify practice management with technology so you can focus on what matters most: your clients.