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.
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.
Client relationship management
Financial planning and proposal generation
Estate and tax planning
insurance and lending products
RIA analytics and peer benchmarking
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