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A better way to manage assets

The tools, products, and expertise that empower you to conquer complexity and drive success.

How We Can Help You
Learn more about Envestnet Analytics
Transform data into actionable insights and uncover practice and portfolio trends and business advantages.

Developing the Roadmap

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

Learn More About Our Planning Tools

Extensive Investment Access

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

Check Out Our Portfolio Solutions And Services

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
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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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Advisor Summit On-Demand provides FREE access to online keynotes, breakout sessions, and technology demos – with a focus on strategies to help advisors grow their businesses. Join us to see firsthand how Envestnet is supporting advisors to help their clients live a more intelligent financial life.
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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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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.
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Envestnet | Yodlee is the leading data aggregation and data analytics platform, helping consumers live better financial lives through our innovative products and services.
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Envestnet | PMC provides best-in-Class solutions to streamline investment management.
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Envestnet | MoneyGuide is dedicated to making goal-based financial planning efficient and approachable.
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Envestnet Retirement Solutions provides a technology solution that results in holistic data, regulatory, and investment management.
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Building the Financial Wellness Network
$
0
T+
Total platform assets
0
M+
Investor Accounts
0
K+
Data Sources
0
K+
Advisors
0
M+
Paid Subscribers
Data as of March 31, 2021.
Includes accounts/assets under management, administration, and subscription arrangements.