Envestnet Manager Forum Asset Download

Explore how Envestnet Analytics can fuel your business growth with data-driven insights, empowering you to make smarter, actionable decisions for lasting success.

Manager Portal

Get a snapshot of Envestnet Analytics and our powerful product menu. Unlock advanced insights to elevate your financial decisions.

Basic Dashboards

Using our team of data engineers, scientists, and analysts, we work with the vast amount of data on the Envestnet platform to provide our partners with robust analytics.

Advanced Dashboards

We created the Advanced Dashboards on the Manager Portal for firms that are focused on growing their business.

Advisor Engagement

Envestnet Analytic’s new Advisor Engagement Module sets out to answer the one question all managers want to know

Best Practices

Discover how to leverage Envestnet Analytics with our top sales strategies and best practices. Unlock powerful insights to drive growth and success.

Revenue Manager Product Overview

A holistic and insightful revenue platform built for scaleable performance for investment managers. Revenue Manager pioneered the software-as-a-service (SaaS) delivery model for financial services billing solutions.