Skip to main content

Home

Envestnet @ENVintel
@Joeyraney @ENVDePina Envestnet prides itself on being an inclusive and respectful environment for our employees, c… https://t.co/OiGbCbZIfk

2 days 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

Envestnet @ENVintel
@Joeyraney @ENVDePina Envestnet prides itself on being an inclusive and respectful environment for our employees, c… https://t.co/OiGbCbZIfk

2 days 1 hour ago

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.

Schedule a Demo Learn More

X

COVID-19: 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.

A Message from Bill Crager

These are days that will chronicle a dark time in America. We are navigating the silence of a virus that’s sweeping through our communities, infecting and killing people in shocking numbers, filling hospitals, and closing down our towns and cities. So far, 40+ million people have filed for unemployment and millions of businesses are teetering on the brink of survival. These past days, America’s silence has been shattered by a national outcry as we reckon, once again, with the devastating reality of injustice and inequality.

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.

Envestnet | Yodlee is the leading data aggregation and data analytics platform, helping consumers live better financial lives through our innovative products and services.

Envestnet | PMC provides best-in-Class solutions to streamline investment management.

Envestnet | MoneyGuide is dedicated to making goal-based financial planning efficient and approachable.

Envestnet Retirement Solutions provides a technology solution that results in holistic data, regulatory, and investment management.

Building the Financial Wellness Network

$

0

T+

Total platform assets

0

M+

Investor Accounts

0

K+

Data Sources

0

K+

Advisors

Data as of December 31, 2019.
Includes accounts/assets under management, administration, and subscription arrangements.

Advisor Insights Weekly Updates: May 26 – May 30

Last week was one of the "slowest" weeks of the year in terms of investment activity with three noteworthy insights.

'Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Centralized Application Produces Data-Driven, Relevant Information Based on Clients' Specific Needs.

Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management

Growth-Minded Canadian Firm Adopts Envestnet's Unified Advice Platform to Support its Advisors & Internal Portfolio Managers, as well as End Clients.

Post-Pandemic – How We Lead Our Clients Forward

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.

Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors' Digital Client Engagement

Clients and Advisors Can Now Connect Via One and Two-Way Video During Portal Sharing, Bringing a Human Element to On-Screen Collaboration.

Envestnet Institute In Classrooms: Digital Coursework For K-12 Students Available Now

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.

Envestnet Offers Complimentary Access to Digital Financial Literacy Courses

Envestnet Leverages Strategic Partnership with EVERFI through Envestnet Institute in Classrooms to Offer Critical Skills Education.

Help Clients Find Opportunities Amid Market Volatility

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.

9 Resources To Help Navigate Market Volatility And The Impact Of COVID-19

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.

Helping Your Clients On Their Journey to Financial Wellness

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.