Seamlessly integrate data, platforms, and solutions

To deliver the Intelligent Financial Life™, financial professionals need an integrated, holistic technology stack. With a robust network of integration partners, Envestnet enables you to connect all of your systems and workflows.

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Docusign
SS&C Salentica
Fiduciary Exchange (Insurance Exchange)
eMoney
FIDX Desk
iCapital
Fynancial
OneVest
GiftingNetwork
Morningstar Direct Advisory Suite
SmartOffice
Canoe
CAIS
Arch
Wealthbox
Redtail
Skience
Practifi
Salesforce
Docupace
Advisor Center
AdvisorEngine
Nitrogen
iRetire
Tamarac Unified Managed Accounts

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Visit our unified portal for the tools needed to leverage Envestnet’s API

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