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A better way to manage assets

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

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    We want to honor everyone who has served and sacrificed for our country. Thank you! We'll be back at it tomorrow, a… https://t.co/XdpERJGoQe
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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.

  • Envestnet @ENVintel
    We want to honor everyone who has served and sacrificed for our country. Thank you! We'll be back at it tomorrow, a… https://t.co/XdpERJGoQe
    12 hours 38 min ago
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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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.
Building the Financial Wellness Network
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Total platform assets
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Investor Accounts
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Data Sources
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Advisors
Data as of December 31, 2019.
Includes accounts/assets under management, administration, and subscription arrangements.
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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
Advisor Insights Weekly Updates: April 27-May 4
May 4, 2020
Is this the new normal? The past several weeks have seen a consistent set of data trends. When comparing this period to the previous 18 months, we see, overall transaction activity leveled off at roughly twice the historical levels, adjustments to clients investment objectives at roughly 45% higher, client activity back to normal, and net flows in and out of more risky and less risky investment vehicles is near zero, or flat.
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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
Advisor Insights Weekly Updates: April 20 – April 24
April 27, 2020
While crisis-level activity has largely subsided, advisors remain very active relative to “normal” levels of activity we saw during the bull market run. For the past three weeks, advisors have been risk-neutral, with net flows into more risky and less risky assets being near zero.
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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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Blog Post
Complimentary Access to Our MyBlocks Financial Planning Tools
April 8, 2020
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.
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Blog Post
A Four-Step System for Talking Clients Through Market Volatility: A Guest Post From Dr. Daniel Crosby, Brinker Capital
April 6, 2020
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.
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