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.
Client View
Mobile terms of use
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...

Workplace
Envestnet delivers retirement and workplace solutions to advisors and plan sponsors. Envestnet’s workplace solutions work across most recordkeeping platforms to offer advice on investment selection, monitoring, and reporting, providing fiduciary support to plan sponsors and their participants.
Workplace - Practice Management

The Envestnet Workplace Practice Management platform offers technology tools to make selecting, administering, and managing plans more streamlined. Our digital retirement plan marketplace leverages technology to streamline retirement plan distribution and due diligence.

Workplace - Fiduciary Solutions

The Envestnet Fiduciary Advantage™ helps advisors and plan sponsors by outsourcing certain fiduciary obligations and streamlining the investment oversight. Our fiduciary solutions are supported by our proprietary ERS SCORE to evaluate and monitor investment options in qualified retirement plans.