Revenue Manager

Envestnet Revenue Manager offers a holistic revenue management and billing platform designed for the financial services industry and built for scalable performance. It can help improve your billing operation’s ROI while offering AI-powered business intelligence and predictive capabilities.

Revenue Manager

See how Revenue Manager can transform your firm

Learn about Envestnet Revenue Manager’s next-level, real-time analytics, which are designed to increase predictive capabilities, improve cash flow, reduce costs, and enhance client service.

“Our legacy billing process was not well tailored for us. We were looking to gain more control, essentially to find a business partner who could help us grow our business and understand our concerns. Revenue Manager was the right fit.”

- Oscar Paredes, Director, Corporate Accounting, Intech Investment Management LLC

{parse(footer_text)}

Revenue Manager Key Features

UI

Dashboards and alerts

A rich, dynamic, and visually appealing portal for your billing professionals brings billing and accounting data to life. Fees, revenue, and collections are represented by elegant graphics on personalized dashboards. This is the foundation for managing your revenue management processes and taking your regulatory compliance to the next level.

Fee splitting via Payouts

Custom approvals and workflow

Create intelligent workflows and billing approval processes to satisfy the compliance recommendations of your internal and external auditors. Establish multiple approval points, define reminders and alerts for handling your high-priority clients, and batch process high volumes of accounts with a few clicks.

Reporting and analytics

Revenue accounting and subledger

Elevate your finance and accounting operations with powerful subledger and accounting capabilities. Create and manage your revenue accounting entries, and when ready, send them to one or more global general ledger systems.

billing solutions analytics

Embedded reporting and analytics

Deepen your firm's understanding of your revenue, receivables collection, and overall billing operational throughput. Gain insights into the most important aspects of your billing and finance operations. Alternatively, use our rich data exports to populate your own in-house data warehouses for an even more custom and integrated business reporting experience.

billing

Flexible billing templates

Help improve operational efficiency and gain next-generation functionality with billing templates. Billing templates enable your team to define complex fee calculation and invoicing rules. After the initial set-up, billing for your complex client relationships is automated with flexible, reusable billing rules.

Client support the way it should be

If you have questions on your Revenue Manager platform, please get in touch with us.

{parse(footer_text)}

Additional resources we think you'll like

  • Brochure

    What to look for in a revenue management solution

    Explore what firms should look for in a revenue management solution and how it can help improve back-office operations, achieve greater billing efficiency, mitigate risk, and access real-time insights.

  • On-Demand Webinar

    Are You a Compliance Fit?

    In this on-demand webinar, you’ll take a deep dive and learn about how the latest reporting capabilities can help enable a seamless compliance process.

  • On-Demand Webinar

    Elevate Your Practice with the New Client Portal

    Through the powerful combination of Envestnet | Tamarac and Envestnet | MoneyGuide, you can better serve your clients with a more integrated and seamless experience. Watch our on-demand webinar now.

  • On-Demand Webinar

    Unlocking Unified Managed Households at Scale

    Watch our on-demand webinar now and see how help support advisors to be more efficient and deliver even more customized portfolios at scale.

  • Video

    Envestnet | Tamarac Overview Demo

    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.

  • Video

    Explore the Power of Envestnet | Tamarac

    The most comprehensive technology platform for independent RIAs, with the experience and staff to support your firm every step of the way. Watch our video to learn more.

  • Whitepaper

    The Intelligent Financial Life National Study

    Envestnet has invested in creating a powerful toolset to deliver better financial guidance to people. We're enabling their ecosystem to grow and empowering the intelligent financial life.

  • eBook

    RIA Roadmap: Six Steps to Digital Transformation

    Successful advisors looking to demonstrate greater value to clients in the post-pandemic world believe that digitalization enhances client engagement, services, and the overall experience.

  • Brochure

    Overview: Envestnet | Tamarac Reporting

    For performance, holdings, transactions, composites, and business intelligence reporting, Tamarac Reporting provides the flexibility to customize information to meet the specific needs of your firm.

  • Brochure

    The Power of Planning Optimized with Performance Reporting

    When clients can see a complete picture of their wealth while working with you on the creation of a goals-based plan, the result can help to make financial wellness a reality.

  • Brochure

    Grow Your Practice with Bundled Solutions

    Envestnet’s unmatched breadth of market-leading technologies, coupled with an open-architecture and modular platform, provides you with an integrated end-to-end solution.

  • Brochure

    5 Key Benefits of a Tamarac Unified Managed Accounts

    One of the fastest-growing segments of managed investment solutions is the Unified Managed Account (UMA). UMAs help advisors deliver client-centric investment strategies with greater precision.

  • Brochure

    PortfolioCenter Cloud Overview

    Emerging practices seeking to create efficiencies, enhance their client reporting, and streamline billing at an affordable price choose PortfolioCenter Cloud.

  • Brochure

    Overview: Envestnet | Tamarac Suite

    Envestnet | Tamarac provides best-in-class portfolio and client management software, empowering your firm to operate with greater efficiency and profitability.

  • Brochure

    Overview: Envestnet | Tamarac Trading

    Envestnet | Tamarac Trading: A leader in portfolio rebalancing technology. Find out why more RIA firms choose Tamarac than any other rebalancing software provider.

  • Brochure

    Overview: Envestnet | Tamarac CRM

    Manage your client information and track activity around actions you are performing for your clients using Envestnet | Tamarac CRM.

  • Brochure

    A New and Improved Wealth Trading Experience

    Our new trading tool builds upon our existing trade logic and native capabilities, offering a modernized interface that enhances productivity and efficiency throughout the trading lifecycle.

  • Brochure

    The Envestnet Advisor Portal: An Integrated Approach to Managing Your Business

    Deliver better outcomes for your clients with the Envestnet Advisor Portal - a robust technology experience to enhance your client relationships on their journey to achieving financial wellness.

  • Whitepaper

    Fee-Only vs. Subscription-Based Pricing: Trends and Technology's Impact

    RIAs must take a long-term view of pricing and billing for their services and adopt software that scales based on industry trends and overall growth.

  • eBook

    How to Master Data and Prepare for the Future Wealth Management

    Years of investing, portfolio management, and goal-planning naturally yields lots od data-likely more than anyone has the time, means, or resources to yield.

  • On-Demand Webinar

    Envestnet | Tamarac Roadmap: What's Coming in 2025

    Watch our on-demand webinar for an in-depth look at Envestnet | Tamarac roadmap for 2025, showcasing our latest innovations and integrated solutions.