Wealth management technology for RIAs
We help RIAs streamline and automate the wealth management process with one of the most comprehensive platforms in the industry, so you can spend more time building client relationships and positioning your business for success.
The partner of choice for RIA software and wealth solutions
Solutions to support your wealth management process and create efficiency
Strengthen portfolio management and deliver personalization at scale with tax management, direct indexing strategies, overlay management, and more
A recognized leader in the industry, serving over 1,800 RIAs, including nearly 40% of $1B+ RIAs*
A comprehensive wealth management platform for RIAs
With over 25 years of experience serving the RIA community, we’ve partnered with a broad range of firms to provide tailored solutions to support their various business models. We've unified Envestnet and Tamarac to empower you to streamline workflows, personalize portfolios at scale, and harness data to help drive growth.
Explore our solutions
Transform your RIA practice with our suite of RIA software and solutions.
Wealth Management Platform
A fully configurable suite of wealth technology, including Planning, Trading, Reporting, Proposal, CRM, Client Portal, Billing and more.
Wealth Solutions
APM to Managed Solutions to support a wide range of portfolio management strategies, all integrated to our platform.
Data & Insights
Tools to help you identify next best actions with your clients, and with your business.
We offer a more integrated range of solutions tailored for RIAs—and we’re here to assist you every step of the way.
Insights and Events for RIAs
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Blog
Building the ultimate RIA technology stack
A comprehensive tech stack is more than just a collection of tools—it is the framework for a well-built advisory practice. What combination best fits your business needs?
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Blog
6 ways advanced users are getting more from Envestnet | Tamarac
Real-life strategies, hard-won lessons, and a look into how Tamarac users are using our technology for efficiency, scalability, and innovation.
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Blog
Staying ahead of the curve by humanizing wealth management
People are an organization’s greatest asset isn’t just a phrase. Evidence shows business success is tied to creating an organizational culture focused on employees’ strengths, wellbeing, and growth.
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Blog
Future-proofing your RIA practice to meet growing client expectations
Growing client expectations and rapidly evolving technology call for RIAs to reimagine their practices and strategically position themselves for success.
Disclosure
Nothing contained herein is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. 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 portfolios discussed herein. Past performance is not indicative of future results.