Envestnet Data & Analytics delivers an end-to-end platform experience that transforms data into actionable intelligence that informs our client’s next best actions, driving measurable results and achieving the Intelligent Financial Life for consumers, SMBs, advisors and investors.
The Bank Data Platform from Envestnet Data & Analytics gives banks and financial institutions an ecosystem of data, analytics, and digital experiences. Get enriched data sets, held-away data, account verification, an SMB Portal, data-driven intelligence, conversational AI, and flexible integrations.
The proposal integration with BlackRock’s iRetire allows an advisor to show where pre-retirees stand in relation to their retirement goals, explore actions to close the gaps, and build the retirement portfolio to help them get there.
Wealthbox is a collaborative CRM platform that allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Envestnet’s Wealthbox integration provides Single Sign-On from the Envestnet LaunchPad.