Wealth Management Technology
Delivering an industry-leading technology experience to wealth management professionals.
Accelerate growth with tech-powered workflows configured for you
Envestnet wealth technology creates an experience that connects wealth institutions, advisors, and clients to a vast amount of data and solutions in our ecosystem from a single interface. Our customers come to and stay with Envestnet because we offer a more intelligent wealth management journey. Envestnet’s industry-leading technology framework equips you with the tools you need to deliver more impactful data-driven advice that will help take your business to the next level.
Experience a feature-rich ecosystem of first- and third-party technology
With Envestnet’s robust network of integration partners, you can easily create a holistic technology stack that simplifies your day-to-day and maximizes your value.
Envestnet Client Portal
Clients’ finances can be disconnected and disorganized—making the role of the advisor more challenging and the client experience more confusing. We built our client portal in response to this challenge. By leveraging deep integrations within our financial wellness ecosystem and a configurable interface, it helps to deliver a comprehensive view of an investor’s total household finances.
An industry leader and partner of choice1
of the largest RIAs
Whether you’re a current customer looking to add to your stack or new to Envestnet and want to discuss your firm’s needs, we’re here to help.
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1Data as of June 30, 2023.