Practifi

Practifi is a Salesforce AppExchange Partner that has built a performance optimization platform specifically for the wealth management industry. Practifi supports automation of workflows, creation of clients, and advanced analytics built on the Salesforce platform and integrated with Envestnet. The...

Salesforce

For Enterprise firms with the Envestnet Salesforce app, we support custom object mapping and allow advisors to synchronize client records between Salesforce and Envestnet. The Salesforce client dashboard contains account performance data and asset allocation breakdowns, plus links to reports and...

Redtail

Envestnet’s enterprise Redtail integration provides household linking, client creation and maintenance, the ability to start a proposal from the client record in Redtail, plus a nightly data feed from Envestnet to Redtail containing customer accounts and positions. The Envestnet | Tamarac...

FIDX Desk

FIDx Desk connects RIAs with an extensive annuity lineup from leading industry providers, enabling them to offer clients powerful solutions for tax-deferred investing and guaranteed retirement income—all without needing a separate insurance license. 1 FIDx Desk is the outsourced insurance desk for...

Envestnet On Campus
Envestnet’s online educational program prepares and positions students for a career in wealth and asset management, at no cost to students or universities.
RIAs
Explore the Envestnet wealth management ecosystem, tech that helps RIAs streamline portfolio management so you can focus on client financial wellness.
JOHN HOFMANN

John C. Hofmann is the Chief Financial Officer of Envestnet, Inc., overseeing all aspects of the finance function. Hofmann has more than 25 years of financial, operational, and M&A experience across SaaS, enterprise software, healthcare technology, data analytics, and fintech/payments. He has served...

Wealth Solutions
Build your business and deepen your client relationships with Envestnet Wealth Solutions. Our comprehensive and industry-leading solutions will help enhance and expand your client offerings and create efficiencies--allowing you the time and freedom to focus on developing your client relationships.
Tamarac
Contact Us
Have questions, comments, or feedback on Envestnet products, services, or events? Use our Contact Us form to reach out and we’ll get back to you shortly. We also have multiple offices to serve our clients around the globe.