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.

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The partner of choice for RIA software and wealth solutions

Serving over 1,800 RIAs

Including nearly 40% of $1B+ RIAs*

$5.8T assets on platform

With solutions spanning the wealth management process, including Planning, Portfolio Management, TAMP, and Billing Solutions**

Recognized leader

Envestnet received a No. 1 ranking in Portfolio/Performance Reporting, Trading/Rebalancing Tools, and All in One platform for Tamarac**

*As of March 3, 2024.
**2024 T3/Inside Information Advisor Software Survey

A comprehensive wealth management platform for RIAs

We’ve combined the capabilities the Envestnet and Tamarac platforms in a way that delivers a more integrated range of solutions 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.   Our Wealth Management Platform is the operating system that powers your business. It enables an advisor and client experience for more robust digital engagement, integrates workflows, provides wealth solutions for more personalized client portfolios, and utilizes data intelligence to target opportunities and fuel 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.

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Wealth Solutions

APM to Managed Solutions to support a wide range of portfolio management strategies, all integrated to our platform.

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Data & Insights

Tools to help you identify next best actions with your clients, and with your business.

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EVENT
High-Net-Worth Symposium
Join our exclusive in-person workshop with expert-led sessions, interactive discussions, and networking, designed to offer valuable strategies for better serving your high-net-worth clients.
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WHITEPAPER DOWNLOAD
5 Key Trends Impacting RIAs
Understand and leverage the trends in the RIA industry so you can compete and thrive in this increasingly competitive landscape.
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CLIENT STORY
Empowering advisors with help from Envestnet's platform
Learn more about how Alli Jordan and LibertyFi are leveraging their partnership with Envestnet to help advisors grow faster and more effectively.
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THE LATEST BLOGS
Psychology of leadership: Enhancing RIAs’ bottom line
Evidence shows business success is tied to creating an organizational culture focused on employees’ strengths, wellbeing, and growth. Check out our latest blog to learn more.
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Schedule a 15-minute discovery call with us.

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Let's chat!

Want to learn more? Simply complete the form, and we'll be in touch with you shortly.

 

During this call we’ll cover:

  • How to gain a better understanding of your business
  • Outline your goals and objectives
  • Identify next steps to explore potential solutions

Insights and Events for RIAs

  • Blog

    New Envestnet | Tamarac release enhances the client portal and mobile app

    Our latest updates to the Tamarac platform are designed to maximize efficiency, increase ease of use, and drive business success.

  • Virtual Event

    Unlocking Unified Managed Households at Scale

    Unlocking Unified Managed Households at scale. Top RIAs seek to deliver personalized portfolios that align with clients’ unique needs. The combined Envestnet and Tamarac platform makes this possible.

  • Blog

    Psychology of leadership: Enhancing RIAs’ bottom line

    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.

  • Blog

    Attracting & connecting with high-net-worth investors

    Advisors who have a deep understanding of what high-net-worth investors need and want are the most successful at attracting and retaining their business.

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.

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