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Request a live demo for an up-close look at Envestnet’s technology, solutions, and intelligence for advisors and financial service providers. See how you can tap into our financial wellness ecosystem and help make financial wellness a reality for everyone.
Data and Analytics

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.

Bank Data Platform

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.

Personalize
Offer personalization at scale for wealth management clients. Provide a holistic financial experience and enable the Intelligent Financial Life™ using solutions like Unified Managed Accounts, Tax-loss harvesting, Direct Indexing, and Private Wealth Consulting for high-net-worth clients.
Data & Analytics
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.
Integration Partners
Explore Envestnet's vast network of integration partners. Seamlessly integrate data, workflows, and systems to unlock the potential of the Intelligent Financial Life™. Dive into our extensive platform integrations from CRMs, proposal generation tools, to featured exchanges.
Reporting
The reporting tool in the Envestnet Wealth Management platform helps financial advisors report on transactions, holdings, account performance, asset allocation, and capital flows. It has an integrated dashboard where advisory, lending, insurance, trust, and financial planning are shown in one view.
iRetire

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.

AdvisorEngine

AdvisorEngine is an open-technology digital platform that provides advisors the tools they need for everything from online account opening and report automation to comprehensive API platforms. Envestnet’s AdvisorEngine CRM integration provides 2-way contextual Single Sign-On.

Tamarac Unified Managed Accounts

This integration combines Envestnet | Tamarac trading/reporting and Envestnet managed account and research portal via SSO, allowing Tamarac advisors to realize the benefits of individual security ownership through index replication and overlay. Going forward we’ll incorporate managed accounts in...