Wealth management technology for RIAs

We help RIAs streamline and automate the wealth management process with one of the most comprehensive platforms in the industry, so you can spend more time building client relationships and positioning your business for success.

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The partner of choice for RIA software and wealth solutions

Scalable, configurable platform

Solutions to support your wealth management process and create efficiency

Tailored portfolio solutions

Strengthen portfolio management and deliver personalization at scale with tax management, direct indexing strategies, overlay management, and more

Proven and experienced

A recognized leader in the industry, serving over 1,800 RIAs, including nearly 40% of $1B+ RIAs*

*As of December 31, 2024.
 

A comprehensive wealth management platform for RIAs

With over 25 years of experience serving the RIA community, we’ve partnered with a broad range of firms to provide tailored solutions to support their various business models.  We've unified Envestnet and Tamarac to empower you to streamline workflows, personalize portfolios at scale, and harness data to help drive growth.

 

Explore our solutions

Transform your RIA practice with our suite of RIA software and solutions.

Wealth Management Platform

A fully configurable suite of wealth technology, including Planning, Trading, Reporting, Proposal, CRM, Client Portal, Billing and more.

Wealth Solutions

APM to Managed Solutions to support a wide range of portfolio management strategies, all integrated to our platform.

Data & Insights

Tools to help you identify next best actions with your clients, and with your business.

WHITEPAPER DOWNLOAD
5 Key Trends Impacting RIAs
Understand and leverage the trends in the RIA industry so you can compete and thrive in this increasingly competitive landscape.
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BLOG
Automation helps firms put clients first
Evermay Wealth Management elevates the client experience and simplifies advisors’ lives with the Envestnet Tamarac platform.
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CLIENT STORY
Empowering advisors with help from Envestnet's platform
Learn more about how Alli Jordan and LibertyFi are leveraging their partnership with Envestnet to help advisors grow faster and more effectively.
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THE LATEST BLOGS
Psychology of leadership: Enhancing RIAs’ bottom line
Evidence shows business success is tied to creating an organizational culture focused on employees’ strengths, wellbeing, and growth. Check out our latest blog to learn more.
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BLOG
The vision for a different kind of advisor experience
Pure Financial delivers white-glove service with the help of Envestnet tools and support.
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Want to learn more?

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Let's chat about your tech stack!

Leveraging the combined capabilities of the Envestnet and Tamarac platforms, we offer a more integrated range of solutions tailored for RIAs—and we’re here to assist you every step of the way. Simply complete the form, and we'll contact you shortly.

 

During this call we’ll cover:

  • How to gain a better understanding of your business
  • Outline your goals and objectives
  • Identify next steps to explore potential solutions

Disclosure

Nothing contained herein  is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the strategies mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios discussed herein. Past performance is not indicative of future results.