Retirement - Fiduciary Solutions

The Envestnet Fiduciary Advantage™ helps advisors and plan sponsors by outsourcing certain fiduciary obligations and streamlining the investment oversight. Our fiduciary solutions are supported by our proprietary ERS SCORE to evaluate and monitor investment options in qualified retirement plans.

Tax Loss Harvesting for Enhanced Portfolio Efficiency

Tax loss harvesting involves selling investments at a loss in order to offset taxes on gains earned from other investments. Discover tax loss harvesting strategies for financial advisors to optimize client portfolios and reduce tax liabilities.

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.
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Explore our connected ecosystem of solutions, intelligence, and technologies that connect people’s daily lives with their long-term goals. See how we’re equipping advisors with the tools and resources needed to deliver the most impactful financial advice to their clients.
Wealth Manager

Envestnet Wealth Manager is an enterprise billing platform purpose-built for the managed accounts industry and processing wealth management fees. Schedule a demo today.

Billing Solutions
Envestnet Billing Solutions creates billing, invoicing, revenue management, asset management and advisory fee billing software for the financial services industry
Retirement - Practice Management

The Envestnet Retirement Practice Management platform offers technology tools to make selecting, administering, and managing plans more streamlined. Our digital retirement plan marketplace leverages technology to streamline retirement plan distribution and due diligence.

Retirement
Envestnet delivers retirement and workplace solutions to advisors and plan sponsors. Envestnet’s workplace solutions work across most recordkeeping platforms to offer advice on investment selection, monitoring, and reporting, providing fiduciary support to plan sponsors and their participants.