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.

Data Solutions

Envestnet Data Solutions offers connectivity, intelligence, and experiences enterprises and Envestnet Data Solutions offers connectivity, intelligence, and experiences to help firms and advisors grow their practices. Through data aggregation, predictive analytics, business intelligence, next-best...

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.
Proposal Tool
The proposal tool in the Envestnet Wealth Management Platform helps advisors bring financial plans to life. Our proposal tool guide walks you through client risk and choosing appropriate investment products and allows you to easily gather signatures with our fully digital tool.
CHRIS TODD

Chris Todd is the Chief Executive Officer of Envestnet and is responsible for setting the company's strategic, operational, and cultural agenda. Chris is a seasoned strategic leader with a proven track record of driving growth and developing high-performing teams. Known for his people-first approach...

KATIE EVANS

Katie Evans is the Chief Operations Officer at Envestnet, where she oversees the company’s middle and back-office operations, including platform conversions, operational infrastructure, and client support services. A seasoned financial services executive with more than 25 years of experience, Katie...