Home

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.
  • Envestnet @ENVintel
    As we continue to evolve, we'll provide data, tools, and technology that can help you optimize your client exchange… https://t.co/fFvFAtFE86
    1 day 1 hour ago

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
Next
Next
Next
Next
Next
  • Envestnet @ENVintel
    As we continue to evolve, we'll provide data, tools, and technology that can help you optimize your client exchange… https://t.co/fFvFAtFE86
    1 day 1 hour ago
Does Unified Technology Matter? Learn how advanced integration can address many of the business and practice management challenges you face. View Infographic
In helping people live an intelligent financial life™.
Learn More
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.
Learn More
Envestnet | Yodlee is the leading data aggregation and data analytics platform, helping consumers live better financial lives through our innovative products and services.
Learn More
Envestnet | PMC provides best-in-Class solutions to streamline investment management.
Learn More
Envestnet | MoneyGuide is dedicated to making goal-based financial planning efficient and approachable.
Learn More
Envestnet Retirement Solutions provides a technology solution that results in holistic data, regulatory, and investment management.
Learn More
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 June 30, 2021.
Includes accounts/assets under management, administration, and subscription arrangements.