Financial Planning
Envestnet Financial Planning software can help firms grow their business by being able to support a broader set of clients. In addition to business growth our financial planning tools offer web-based tools for fast Goal Planning, Insurance Needs Analysis, Asset Allocation & Estate Planning.
Wealth Technology
Envestnet Wealth Management Technology offers a wealth technology platform with solutions for trading, proposals, performance, service, billing, compliance, data aggregation, and planning for RIAs, wealth institutions, advisors, and independent broker-dealers
CRM
Discover Envestnet’s powerful wealth management CRM software, tailored for RIAs and financial advisors. Improve client engagement, streamline contact management, and integrate seamlessly with Reporting, Trading, and Microsoft Office tools.
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...

Our Ecosystem
Envestnet’s interconnected technology, intelligence, and solutions deliver a 360° view of client finances that lets advisors identify opportunities and seamlessly take action. From financial planning tools to digital insights, our financial wellness ecosystem powers the Intelligent Financial Life™.
BHASKAR PEDDHAPATI

As Chief Technology Officer of Envestnet, Bhaskar Peddhapati oversees all aspects of the company’s technology, engineering, and information security organizations. A global technology and product executive with more than 25 years of experience, Bhaskar brings deep expertise across FinTech, cloud...

iCapital

iCapital powers the world’s alternative investment marketplace with a comprehensive suite of tools, end-to-end enterprise solutions, cutting-edge data management, and an innovative operating system. Simplifying complexities, iCapital provides access to a diverse range of investment solutions...

Leadership
Get to know the Envestnet Executive Team, including Envestnet CEO Bill Crager. Learn about our mission to make financial wellness a reality for everyone.
CAIS

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments and capital market strategies providing financial advisors and alternative asset managers with a single operating...

SmartOffice

SmartOffice CRM is a cloud-based customer relationship management and agency management system (AMS) designed specifically for financial professionals like insurance agents and broker-dealers. It helps businesses manage client data, track investments, automate workflows, and generate reports to gain...