Revenue Manager

Envestnet Revenue Manager is an industry-leading revenue management and billing platform designed for the financial services industry.

Modern Slavery Statement

This Modern Slavery Statement is made on behalf of Envestnet, Inc. and its subsidiaries to address the requirements of the Modern Slavery Act 2015 (UK), the Modern Slavery Act 2018 (Australia), and the Fighting Against Forced Labour and Child Labour in Supply Chains Act (Canada), and covers the...

Customer Contact
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.
Revenue Manager Video - Event
Active Passive

Our Portfolio Management Consulting group offers advisors, broker-dealers, and other financial institutions guidance when looking for manager research, portfolio consulting and management.

Payments

Envestnet Payments is a fee-for-service billing and invoice solution designed for the financial services industry.

Manager Forum Asset Downloads

Reveiw and download supporting assets from our annual Manager Forum.

Client Portal
The Envestnet Wealth Management Platform offers a Client Portal to help advisors share a single view of clients’ financial lives in one user-friendly interface. Clients can track account performance, transactions, and holdings, create budgets and monitor spending, and access financial documents.
Trading
Modern trading tools from the Envestnet Wealth Management Platform help advisors with efficiency and scalability with a selection of custodial partners. The Trading functionality offers a single platform experience with easy-to-use workflows, rebalancing, UMAs, and compliance tools.
Administration
The Envestnet Wealth Management Platform offers administration services to better help advisors with billing, investment policies oversight, and service requests. Billing offers efficient and scalable features for all users, while service capabilities are available throughout the account lifecycle.