We’re Fully Vested in empowering advisors to deliver the Intelligent Financial Life™

Everybody deserves financial wellness

For 20 years and counting, we’ve innovated in pursuit of one goal: to equip advisors with the tools and resources needed to deliver the most impactful financial advice to their clients. We’re Fully Vested™ in helping clients achieve their dreams—at every stage of life.

[Financial Wellness for couples]

Our robust and always-evolving ecosystem is making it possible

We developed a data-fueled ecosystem of services, products, tools, and technologies that gives advisors a powerful, unified perspective of their clients’ finances.

Explore the Ecosystem
Envestnet financial wellness ecosystem for financial institutions

For every role in the financial advice industry

Envestnet Resources

  • eBook

    Seven Principles for Generating Retirement Cash Flow

    This eBook developed by MoneyGuide and Janus Henderson Investors, will demonstrate how to better provide cash management and generation tactics to clients who are entering or in retirement.

  • Brochure

    Envestnet Trading Tools

    Selecting the right trading tool is crucial to helping clients meet their financial goals. This guide reviews the features, benefits, and capabilities of Envestnet’s trading software to help you understand

  • Whitepaper

    Guide to Holistic Tax Management

    In this guide for financial advisors, we will explore how a holistic tax overlay may be used to manage equity portfolios in taxable accounts.