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...

Ebix SmartOffice

SmartOffice, powered by Ebix, offers highly-proven solutions for the wealth management industry across agency management, practice management, and enterprise CRM. Envestnet’s Ebix integration provides Single Sign-On from the Envestnet LaunchPad. Additional account data is delivered to Ebix via daily...

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.
CRM

Strengthen advisor-client connections and drive business growth with a web-based relationship management system offering easy integration with Microsoft Office 365 and Outlook, Tamarac Reporting and Trading, and other leading applications used by independent investment advisors.

Unified Managed Accounts
Envestnet’s UMA technology makes it possible to integrate multiple Separately Managed Accounts (SMAs), mutual funds, ETFs, and individual securities into a single brokerage account to increase advisors’ efficiency and drive business growth. Explore the benefits of Unified Managed Accounts.
Envestnet Private Wealth
Envestnet Private Wealth empowers advisors with personalized, tax-efficient portfolio management solutions backed by $7T+ in assets and 39+ years of consulting experience. Deliver customized investment strategies that help meet the growing expectations of high-net-worth clients.