Empower Your RIA Practice

The Envestnet Client Portal
The Envestnet client portal is a central hub for clients to see all of their financial accounts, create budgets and financial goals, and track their progress anywhere, anytime—all in one place.

Today, helping investors achieve their financial goals requires more than offering investment advice alone. RIAs need to be equipped to offer advice on their clients’ entire financial wellness picture — budgeting, planning, investing, and managing credit and protection.

Envestnet’s total solution for RIAs enables advisors to provide more meaningful engagement with, and value for, clients using comprehensive financial planning and budgeting tools, data-driven intelligence, and access to industry recognized portfolio solutions.

By bringing together all of the core technology solutions that RIAs need, the centralized Envestnet platform integrates data consistently across all applications driving unified advice and helping clients achieve financial wellness. Our flexible and innovative technology solutions are the tools of choice for more than 3,100 independent RIA firms, which collectively manage more than $1.2 trillion in assets.

Envestnet’s RIA solution automates client service at every point in the relationship, from the prospecting stage through ongoing reporting, empowering advisors to spend more time helping clients improve their overall financial wellness.

RIA Solution

In order to remain competitive, RIAs need to be able to broaden the definition of advice they provide to clients. To improve the value they offer, RIAs need access to financial planning tools, investment products, data analytics, insurance and lending products, and more in order to truly deliver holistic wealth management services.

Portfolio management
 
Client relationship management
 
Client portal
 
Financial planning and proposal generation
 
Estate and tax planning
 
Managed products
 
insurance and lending products
 
RIA analytics and peer benchmarking
 
Data aggregation
 
Industry leading, support, training and consulting
 
Client Case Studies
Dakota Wealth Management
How a firm’s aggressive M&A strategy led to an innovative technology solution
 
Financial Consulate
See the differences an integrated technology solution can create
 

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