Elevate your practice and the client experience with an all-in-one RIA platform
Automate trading workflows, personalize portfolio strategies, and free up time for high-value client interactions with the RIA platform trusted by one third of all U.S. advisors.1
Why Envestnet for RIAs?
Unified RIA platform
See relevant details, all in one place, with RIA wealth management tools that encompass planning, trading, rebalancing, reporting, billing, CRM, and more.
Integrated intelligence
Predictive analytics and AI-powered insights built into our RIA software to help you move from data to decisions.
Growth engine
Envestnet Tamarac’s RIA CRM can help surface next-best actions, enable tax-smart models, and deliver household-level precision – at scale.
Automated trading workflows
Streamline trading and rebalancing and manage tax strategies with the Envestnet Tamarac RIA trading platform.
Relationship-first CRM
Deliver a more personalized client experience with timely client information and insights at your fingertips.
Envestnet is the partner of choice for RIA solutions
- $7Tin assets
- 21M+investor accounts
- 250M+trades
- 500+asset manager partners
- 1/3of all U.S. advisors
- 500+of the largest RIAs
Line Break
Connect with us!
* Required Field
Explore how our all-in-one RIA platform can help your business
Additional resources
-
Whitepaper
5 key trends defining the RIA industry in 2026
In 2026, we expect even more advisors will explore and implement advanced AI-powered tools – not only to reduce back office tasks, but to anticipate their clients’ needs, make faster and more strategic dec
-
On-Demand Webinar
Are You a Compliance Fit?
In this on-demand webinar, you’ll take a deep dive and learn about how the latest reporting capabilities can help enable a seamless compliance process.
-
On-Demand Webinar
A Preview Into Envestnet | Tamarac's 2024 Roadmap
Watch our on-demand webinar dedicated to the Envestnet | Tamarac roadmap and our new integrated services.
-
On-Demand Webinar
Elevate Your Practice with the New Client Portal
Through the powerful combination of Envestnet | Tamarac and Envestnet | MoneyGuide, you can better serve your clients with a more integrated and seamless experience. Watch our on-demand webinar now.
-
On-Demand Webinar
Unlocking Unified Managed Households at Scale
Watch our on-demand webinar now and see how help support advisors to be more efficient and deliver even more customized portfolios at scale.
-
Video
Envestnet | Tamarac Overview Demo
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.
-
Video
Explore the Power of Envestnet | Tamarac
The most comprehensive technology platform for independent RIAs, with the experience and staff to support your firm every step of the way. Watch our video to learn more.
-
Whitepaper
Annuities as an Asset Class for Fee Based Advisors
RIAs usually emphasize investment-centric approaches that rely on earning the risk premium from the stock market as the most effective way to support a retired client's financial goals.
-
eBook
RIA Roadmap: Six Steps to Digital Transformation
Successful advisors looking to demonstrate greater value to clients in the post-pandemic world believe that digitalization enhances client engagement, services, and the overall experience.
-
Brochure
Envestnet RIA Analytics
Envestnet RIA Analytics provides portfolio and client business intelligence, that aims to empower your firm to operate with greater efficiency and profitability.
-
Brochure
The Power of Planning Optimized with Performance Reporting
When clients can see a complete picture of their wealth while working with you on the creation of a goals-based plan, the result can help to make financial wellness a reality.
-
Brochure
Grow Your Practice with Bundled Solutions
Envestnet’s unmatched breadth of market-leading technologies, coupled with an open-architecture and modular platform, provides you with an integrated end-to-end solution.
-
Brochure
5 Key Benefits of a Tamarac Unified Managed Accounts
One of the fastest-growing segments of managed investment solutions is the Unified Managed Account (UMA). UMAs help advisors deliver client-centric investment strategies with greater precision.
-
Brochure
Overview: FIDx Desk
FIDX Desk expands the solutions you can bring your clients by providing access to a diverse selection of annuity providers and products.
-
Brochure
PortfolioCenter Cloud Overview
Emerging practices seeking to create efficiencies, enhance their client reporting, and streamline billing at an affordable price choose PortfolioCenter Cloud.
-
Brochure
Overview: Envestnet | Tamarac CRM
Manage your client information and track activity around actions you are performing for your clients using Envestnet | Tamarac CRM.
-
Brochure
Overview: Envestnet | Tamarac Reporting
For performance, holdings, transactions, composites, and business intelligence reporting, Tamarac Reporting provides the flexibility to customize information to meet the specific needs of your firm.
-
Brochure
Overview: Envestnet | Tamarac Trading
Envestnet | Tamarac Trading: A leader in portfolio rebalancing technology. Find out why more RIA firms choose Tamarac than any other rebalancing software provider.
-
Whitepaper
5 Top RIA Trends to Power Your Practice
From industry consolidation, to well capitalized new entrants, to client expectations for expanded planning services, a number of emerging trends have RIAs rethinking the way they do business.
-
Whitepaper
Fee-Only vs. Subscription-Based Pricing: Trends and Technology's Impact
RIAs must take a long-term view of pricing and billing for their services and adopt software that scales based on industry trends and overall growth.
-
blogs
Join us in Tenessee!
1 As of June 30, 2025.
2 The above is based on the experience of a current client as of the date of writing and is not representative of all client experiences. No cash or non-cash compensation has been provided for this client story. Pure Financial and Envestnet are separate and unaffiliated firms. This material does not constitute an endorsement of any firm or individual.
3 Barron’s 2025 Top 100 RIA firms.
4 As of March 27, 2025.
5 LibertyFi and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm. Envestnet did not directly compensate LibertyFi for their testimonial, however, Envestnet paid for filming and production costs. The resulting content may be repurposed by LibertyFi for their own advertising purposes, at their discretion and cost.
6 As of June, 2025.