RIA Marketplace

A low-cost managed account solution that helps advisors expand investment options through third-party managers and deliver personalized portfolios aligned with clients’ evolving goals.

Expanding Your Investment Capabilities

In today’s fast-paced financial landscape, clients’ expectations of the services provided by their financial advisors have grown tremendously. As the industry continues to evolve, it is essential to adapt and incorporate innovative strategies into your practice to meet these heightened demands. Ensuring that you can effectively manage your day-to-day responsibilities while enhancing client relationships and increasing productivity and revenue has never been more crucial.

Leveraging managed accounts can help you efficiently address client needs and optimize outcomes

98% of advisors

report they deliver better investment solutions as a result of outsourcing.¹

69% of advisors

believe outsourcing will allow them to spend more time with clients, addressing other needs and concerns.¹

The majority of advisors

who are outsourcing today believe it has allowed them to increase their firms’ revenue.¹

We’ve created a program to make it easy for RIAs to get started.

Envestnet RIA Marketplace FSPs

Advisors can access a suite of ~200 Fund Strategist Programs (FSPs) from BlackRock, Fidelity®, Franklin Templeton, State Street Global Advisors, and Envestnet PMC.  If you’re interested in reducing time and cost related to portfolio construction and investment management so you can spend more time with your clients, connect with our team to learn more.

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Potential Benefits of the RIA Marketplace

Access to Nearly 200 Models

Provide your clients with wide exposure to diverse asset classes from reputable managers.

No Platform Fee*

Managers help offset fees otherwise charged to clients, such as model management fees and/or platform fees.

Drive Efficiency

Reduce time and cost related portfolio construction, investment management, and trading administration.

More Time with Clients

Streamline your backend processes and free up more time to build meaningful relationships with your clients.

Related RIA Marketplace Resources

RIA Marketplace Summary of Models

The Envestnet RIA Marketplace offers advisors a low-cost managed account solution. Built to allow you to expand your investment capabilities through access to third-party money managers.

RIA Marketplace Quickstart Guide

Gain streamlined access to the RIA Marketplace with this step-by-step guide, designed for both current Tamarac users and those seeking to enable Managed Accounts.

RIA Marketplace Frequently Asked Questions

This FAQ outlines how Tamarac advisors can access FSPs with no platform fee*, streamlining investment operations and allowing more time to focus on client relationships.

Connect With Us

Learn more about this low-cost, managed account solution and how you could potentially benefit.

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Disclosure

The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained herein is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The services and materials described herein are provided on an ‘as is’ and ‘as available’ basis, with all faults. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor’s home office. This document refers to information products or services that may be in development and not yet available. Accordingly, nothing in this presentation should be construed as a representation or legal agreement by Envestnet to make available specific products or services (including, without limitation, concepts, systems or techniques.) Past performance is not indicative of future results.

*ETF’s and Mutual Funds charge an internal expense ratio. Expense Ratios reflect the internal expenses of any investment products but do not reflect the deduction of investment advisory fees. Performance results will be reduced by fees including, but not limited to, investment management fees and other costs such as custodial, reporting, evaluation and advisory services. A description of all fees, costs and expenses are found in a financial advisor’s Disclosure Brochure.

BlackRock, Fidelity, Franklin Templeton, and State Street Global Advisors are independent companies, unaffiliated with Envestnet

FOR HOME OFFICE OR ADVISOR USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

Sources
¹ Source: Cerulli U.S. Advisor Metrics 2022