Scale your business with modern investment administration, access to investment options, and a full range of integrated tools.
Improve client experiences and illuminate opportunities with greater visibility
Go beyond investment administration and operations efficiency. Envestnet’s ecosystem of solutions, intelligence, and technology generates unique data and insights about your book of business to help improve your sales and distribution strategies. See what your share of wallet is and how you compare to peers Use predictive analytics to see which clients are growing or shifting focus Identify opportunities to expand relationships and better allocate resourcesExplore the Ecosystem
How Envestnet addresses the demands of today’s market
Gain access to thousands of financial advisors with broad distribution of your investment strategies on the Envestnet platform.
Gain the needed insight to identify and analyze the competitive landscape by product type, investment style, assets/flows level, and even performance across the entire Envestnet platform.
Envestnet's custom report generation makes it easy for home offices to monitor the performance and product choices of individual advisors, including their proposal generations, sales and redemptions.
Envestnet enables you to build, manage, trade, report, service, and sell your firm’s proprietary portfolios. Generate customized portfolio reports and investment proposals and streamline your operations with an open architecture platform.
Access objective, in-depth research and due diligence on managed accounts, mutual funds, and ETFs as well as leverage actionable product recommendations and thoughtful asset allocation advice.
Discover how Envestnet’s insights and efficiency can grow your businessConnect with Us
Insights and events for asset managers
What We Are Seeing and Hearing: From PMC Research
Dig into what PMC's analyst team is hearing in discussions about equity, fixed income, liquid alternatives, and more with asset managers.
Schroders Named Asset Manager of 2022
Congratulations to Schroders, chosen for the high conviction, thorough investment selection, and commitment to investors that its Hartford Schroders International Stock Fund portfolio managers exemplify.
Our Latest Research on Active Versus Passive Asset Management
Recent headlines seem to indicate that active investing has run its course. We updated our research from 2014 to see where things really stand.