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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
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The T3 survey helps us with insight into the market, influences future product releases, and helps identify new integration partners. Be sure to take the T3 survey today and make your voice heard.
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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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
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0
T+
Total platform assets
0
M+
Investor Accounts
0
K+
Data Sources
0
K+
Advisors
0
M+
Paid Subscribers
Data as of June 30, 2020.
Includes accounts/assets under management, administration, and subscription arrangements.
Press Release
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
September 22, 2020
TFS's Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers--Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers--on the Envestnet Wealth Platform
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In the News
The spirit of Endurance: Meet Envestnet's Bill Crager
September 17, 2020
Envestnet CEO Bill Crager wants to power the future of financial planning.
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Press Release
Envestnet | Tamarac Strengthens Cash Management Capabilities for RIAs, Forging Integration with Flourish
September 15, 2020
Data Feed from Flourish Cash is Among the Latest Set of Tech Updates to Tamarac Suite
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Blog Post
The Age of the Creator
September 10, 2020
According to Dani Fava, Head of Strategic Development, we’re living in the age of the creator, a shift that the COVID-19 pandemic is advancing. Not only are people opting to make their own content and share their own voice—through podcasts, YouTube videos, and blogs—but, in turn, people are also seeking out more personal connections and customized content for their own consumption.
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In the News
Envestnet Offers Retirement Analytics Solution for Enterprise Home Offices
September 9, 2020
Envestnet has rolled out Envestnet Retirement Analytics for enterprise home offices of broker/dealers (B/Ds) to help them make strategic decisions about their books of business for employer-sponsored retirement plans.
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Website
Celebrating 20 Years of Innovation
September 2, 2020
View our retrospective website and interactive timeline that tracks our journey building our Unified Platform and Financial Wellness Network over the past two decades.
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Blog Post
Help Your Clients Prepare for the Future: Seamlessly Manage Annuities Alongside Traditional Investment Products
September 2, 2020
The COVID-19 pandemic has had a swift impact on investor preferences and expectations, and, in turn, what advisors need to do to provide value and sustain their practices. The sudden loss of jobs, healthcare, childcare, and routine has led many Americans to consider their financial planning needs, revisit their existing plans or create one for the first time.1 They want to know what they should do, unique to their own situations, and you need to be prepared to help.
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Blog Post
3 Updates to Help You Lead Your Clients Forward”
August 24, 2020
Our latest technology release went live on August 24th and serves as a clear reflection of the new world we’re living in as we navigate the COVID-19 pandemic. We took action to ensure that our Strategic Roadmap aligns with the changes we see taking shape and that our development teams are focused on helping you build a more sustainable practice to deliver the support your clients need to work towards financial wellness.
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Moving Forward
Navigating the Impact of COVID-19
July 15, 2020
The Advisor's Playbook for Leading Clients Forward
We’ve compiled a playbook detailing how we believe the industry will change as a result of the global coronavirus pandemic and actions you can take to position yourself as an essential advisor and trusted partner.
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Podcast
Think About Your Digital Engagement
August 11, 2020
Bill Crager, CEO of Envestnet, discusses how the pandemic has fueled tech disruption of the advisory industry.
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Blog Post
Congratulations to Our 2020 “Top Active Managers”
August 11, 2020
As you may know, this year’s Advisor Summit shifted from our typical in-person event in April to an online experience in the wake of COVID-19. The 2020 Envestnet Advisor Summit On-Demand launched in mid-June, and we’ve been excited by the feedback that we’ve received.
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In the News
Personalized and Frequent Contact Is What Clients Want Now
July 27, 2020
Use this time to expand your footprint, excel in digital tools and have empathy toward your clients, Envestnet experts advised.
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Press Release
Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic
July 15, 2020
Envestnet, Inc. (NYSE: ENV) has rolled out a new resource, The Advisor’s Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic’s far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt.
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