in helping people live an intelligent financial life.
The Intelligent Financial Life™
People are stressed and confused about money. Information - good and bad - is everywhere. Your clients need data-driven advice more than ever. That’s why Envestnet offers an ecosystem of solutions, intelligence and technology that helps connect every facet of your clients’ finances, providing access to an Intelligent Financial Life. This is our mission. And we’re Fully Vested™.
A clear 360° view
There are so many aspects to your clients’ finances. Envestnet brings it all together, offering dynamic, 360˚ views of your clients’ finances today - and where they’re headed tomorrow. All through our financial wellness ecosystem.
Powerful, interconnected solutions
Envestnet offers a connected ecosystem of services, products, tools and technologies, so you can help clients identify opportunities, avoid pitfalls, and seamlessly take action. See how every offering in the Envestnet portfolio helps drive the Intelligent Financial Life.
The Intelligent Financial Life
Turn data into intelligence, powering plans, experiences, and opportunities.
Deliver greater personalization to client portfolios.
Tailor portfolio management strategies with Envestnet | PMC
Envestnet | PMC
Add protection through our Insurance Exchange
Provide new wealth solutions through our Credit Exchange and Trust Services
Credit Exchange Trust Services
Manage and grow your practice with the Advisor Services Exchange
Advisor Services Exchange
Delve deeper into the Intelligent Financial Life
Bill Crager, Co-Founder and Chief Executive Officer of Envestnet, shares insight into why our industry needs to connect and expand the ecosystem of solutions we offer consumers.
Accelerate the wealthtech transformation
Explore our latest report that outlines what to consider as you look to make the Intelligent Financial Life a reality for your clients.
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