Learn more about how Envestnet's brands are helping advisors and their clients to reach financial wellness.
Envestnet | Tamarac provides the most comprehensive technology solution for independent RIAs, with the expertise and staff to support your firm every step of the way.
Over the past 20 years, successful advisors have relied on Tamarac for integrated portfolio rebalancing, performance reporting and customer relationship management software. Our focus is straightforward: we help advisors run their businesses with greater efficiency, scale and profitability.
Envestnet | MoneyGuide is dedicated to making goal-based financial planning efficient and approachable.
Envestnet | MoneyGuide is dedicated to this mission – and focuses exclusively on helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals.
Envestnet | Yodlee is the leading data aggregation and analytics platform enabling innovation and insights for financial service providers.
We are a market leader in financial data aggregation, partnering with more than 1,300 financial institutions and FinTech innovators, including 16 of the top 20 U.S. banks, enabling a massive data network associated with tens of millions of consumers who use platform-related personalized apps and services. Our platform has proudly fueled innovation for financial institutions (FIs) and FinTech for more than 20 years ultimately helping consumers achieve better financial lives.
Envestnet | PMC provides best-in-class solutions to streamline investment management.
By taking advantage of solutions that boost and streamline their investment management capabilities, advisors can spend more time strengthening client relationships and providing them additional services. To support advisors in acting as fiduciaries, Envestnet | PMC offers a full range of cutting edge investment management solutions and access to offerings from the industry’s top asset managers integrated within the Envestnet platform.
Envestnet Retirement Solutions provides a technology solution that results in holistic data, regulatory, and investment management.
Making informed decisions is best achieved through instant access to real-time data-driven dashboards that offer strategic insights into plan-level investment performance, plan management, and reporting. Our powerful tools are right at your fingertips—on your desktop or on your mobile device.