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Nitrogen

Envestnet integrates with Nitrogen to offer portfolio risk assessment capabilities for advisors using the Envestnet platform. As part of the integration, two-way SSO capability has been implemented between Envestnet and Nitrogen. Additionally, users can navigate from Nitrogen into an Envestnet pre...

Advisor Center

With BlackRock's Advisor Center, you can analyze Envestnet portfolios from a performance, risk, and cost perspective; you can stress test a portfolio against more than 30 market scenarios; and view estimated future distributions. Two-way synchronization between the Envestnet model and proposal tools...

eMoney

Rooted in comprehensive financial planning, eMoney Advisor, LLC provides technology solutions and services that help people talk about money.

SS&C Salentica

Envestnet's integration with SS&C Salentica offers Single Sign-On (SSO) and streamlined data integration, powered by Envestnet | Tamarac's Bulk Report API. This integration ensures a seamless experience for users, enhancing efficiency and providing easy access to essential data and reports.

Fiduciary Exchange (Insurance Exchange)

Built with the commission-free professional in mind, the Insurance Exchange is a complete solution for researching, facilitating the purchase of, and monitoring annuities integrated with traditional assets.

Legal Fastlink
Envestnet Terms and Conditions of Use for Envestnet | Yodlee Fastlink
Retire Complete
Envestnet has partnered with Empower to offer Envestnet Retire Complete, a turnkey and accessible retirement solution. Envestnet will act as a 3(38) investment management fiduciary responsible for selecting, managing, monitoring, and benchmarking the investment offerings of the plan.
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JOSH WARREN

Mr. Warren is responsible for implementing and managing internal financial controls and budgets, managing the company's future capital investment requirements, cultivating relationships with outside financing sources, and helping to lead our major strategic initiatives, including mergers and...

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