Personalized portfolio management
Deliver personalized portfolio management at scale with Envestnet technology and solutions. Access UMAs, direct indexing, model portfolios, high-net-worth consulting services, and more to provide the personalization your clients expect.
Modern investors demand personalization
of Gen Z and millennial investors want their portfolio to reflect their personal values.1
of wealth management clients say more frequent, personalized communication influences their decision to stay with their advisor.2
affluent investors want account
customization.3
Grow your high-net-worth practice through personalized portfolio management
High-net-worth clients often have complex needs, from reducing risk in concentrated stock positions to planning for multigenerational wealth transfer. A personalized approach can help advisors meet these needs and grow these client relationships. With Envestnet solutions, financial advisors can tailor investment strategies at scale, accounting for each client's risk tolerance, tax considerations, values, and long-term goals. This can help align each portfolio with the person it’s built for.
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Deliver personalized client experiences with Envestnet solutions
Unified Managed Accounts
Unified Managed Accounts (UMAs) are one of the fastest-growing segments of managed investment solutions, and for good reason. They make it easier to personalize client portfolios, automate tax management, and run your business more efficiently.
Tax management
A 1.5% tax has the same effect on a client’s portfolio as a 1.5% fee. Our customized tax management solutions are automated and always on, provide ongoing monitoring of client accounts and account for tax policy changes in real-time. This tool is a great way to save your client money and demonstrate your value as an advisor, without having to be a tax expert.
Direct Indexing
Our Quantitative Portfolios enable the construction of personalized indexing that incorporates tax-loss harvesting, reflects clients' values and sustainability goals, applies factor tilts, and even helps manage concentrated stock positions, all at a lower overall cost than actively managed accounts. You get a portfolio tailored to your client's needs, without the cost or complexity of building it by hand.
Private Wealth Consulting
This is our custom white glove wealth management service to help you meet the needs of your high-net-worth clients. We’ll partner with you every step of the way–from goal planning, to creating and presenting a solution to your client, to reviewing the portfolio’s performance over time. Our portfolio managers are experts in high-net-worth investing, and will help you offer personalized service and grow your business.
AI-Powered Reporting
We created Envestnet Tamarac Report Studio to help advisors go from data to customized client reports in minutes. Using AI, Report Studio guides advisors through contextual prompts, surfaces relevant data, and helps create client briefs and reports to support more informed client conversations.
Financial Planning
With MoneyGuide financial planning software, advisors can easily build goals-based plans around what matters most to each client. And with our Dash prospecting tool, advisors can initiate planning discussions with minimal data entry and bring financial planning to a broader segment of their book.
How you can use personalization to retain clients and bring in new ones
Are you prepared for the increased demand for personalized solutions? Our Co-CIO Dana D’Auria breaks down the need for personalization at scale and how you can use it to deliver the Intelligent Financial Life™. Learn how:Unified Managed Accounts are becoming a personalization favoriteTax management solutions can automate and optimize savingsDirect indexing enables customization across a range of personal preferencesConsultative services can make it easier to serve high-net-worth clientsIntegrated tools and processes can power more curated client portfolios
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How to incorporate personalization at your firm
Customize portfolios
Consider direct indexing to align investments with personal values and preferences
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With $84.4T projected to change hands through 20454, are you ready for the next generation of investors? Fill out the form and find out how you can get started with personalization at scale today.
More on personalized investment services
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Blog
Why Tax-aware Personalization Will Define the Next Era of Advice
Research findings confirm what we’ve long believed: the future of wealth management is personalized, tax-aware, and technology-enabled at scale. Here’s why.
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Whitepaper
Unlocking Personalization at Scale
Download the white paper to better help serve clients today and tomorrow. Rather than simply providing investment solutions or asset allocation strategies, Envestnet seeks to enable a more personalized and
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Event Video
The Partnership of Tech and Portfolio Management
Envestnet Elevate 2025 - Listen in as Molly Weiss, Blake Wood, and Dana D'Auria discuss, Personalization at Scale: The Partnership of Tech and Portfolio Management
1CFA Institute Research and Policy Center, "Next-Gen Investors," 2026
2YCharts, 2024 Advisor-Client Communication Survey
3Cerulli Associates, "Customized at Scale: A Framework for Next-Generation Advisory Platforms," 2025
4Source: Envestnet. "Unlocking Personalization at Scale to Better Help Serve Clients Today and Tomorrow." April, 24 2023
Neither Envestnet, Envestnet | PMC™ nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor. Client must carefully determine if the use of tax overlay services is appropriate for their circumstances, risk tolerance, and investment objectives. Tax management services are limited in scope and are not designed to permanently eliminate taxes in the account. In providing tax overlay services, Envestnet will allow Client's account to deviate from Client's selected investment strategy. Client's account may experience significant performance differences from the selected investment strategy due to Client's selection of tax overlay services. Envestnet makes no guarantee that the account's performance will be within any range of the selected investment strategy or the strategy´s benchmark. If Client subsequently disables tax overlay services this may result in the recognition of significant capital gains.
Investments that utilize a direct indexing strategy carry specific risks that investors should consider before investing in QP portfolios. An investment in these portfolios is subject to market risk and an investor may experience loss of principal. In certain market conditions, passive direct indexing investment strategies may lose value or underperform active strategies. Direct indexing strategies have the risk of not closely tracking the performance of the underlying index they seek to replicate. While attempting to track an index, passive investments often do not consider a company’s profitability, financial health, or growth potential in their investment selection criteria.
Investing carries certain risks and there is no assurance that investing in accordance with the strategies mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the strategies discussed herein. Advisors should always conduct their own research and due diligence on investment products and the product managers prior to offering or making a recommendation to a client. Past performance is not indicative of future results.