Asset Managers

Scale your business with modern investment administration, access to investment options, and a full range of integrated tools.

asset managers

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 resources

Explore the Ecosystem
Envestnet financial wellness ecosystem for asset managers

How Envestnet addresses the demands of today’s market


Broad Distribution

Gain access to thousands of financial advisors with broad distribution of your investment strategies on the Envestnet platform.


Competitive Intelligence

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.


Streamlined Administration

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.


Supplemental Expertise

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 business

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