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.

Wealthbox

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.

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...

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...

YieldX

YieldX is a complete fixed income platform that empowers financial services firms to expand their fixed income product offerings, broaden their customer base, drive revenue and improve investor outcomes.

eMoney

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