Wealth Management Platform

Delivering end-to-end technology for the entire wealth management experience.

Financial Advisor

The partner of choice for the industry

Innovative technology

Envestnet was named the best technology provider for innovative platforms.

Recognized leader

Our Wealth Management Platform was named the best unified, all-in-one system.

*2024 WealthManagement.com Wealth Industry Awards

Experience real integration, not bolted-on technology

Envestnet’s Wealth Management Platform offers capabilities that can be configured to match client demands by serving as the central point of your wealth-management ecosystem—connecting our comprehensive data, solutions, and technology with your needs.

Technology, solutions and intelligence supporting the wealth management process
Scalable

Our highly-configurable platform solutions are built to meet the needs of each user.

Data-driven

Our technology leverages powerful in-house and third-party data that is carefully curated.

Holistic

Our comprehensive ecosystem is accessible from a single interface, rather than a set of point solutions.

Advisor and Client Experience

Integrated Workflows

Wealth Solutions

Data Intelligence

A single access point for advisors and clients

Connect aspects of Envestnet’s technology with proprietary or third-party solutions.

Expand your client offerings by leveraging Envestnet’s breadth of wealth and asset management solutions.

Uncover opportunities to take action on and fuel growth.

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.

A plan-to-execution application

Our platform serves as a single access point that supports advisors as they move through the phases of the wealth management process with their clients, from planning to proposal to account opening and review. The coordination of our platform allows for advisors to easily expand their offerings seamlessly in a unified experience.

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BLOG
The power of integration in wealth management
Head of Product & Strategic Integrations Stephen Mennella shares why an integrated platform experience matters and how firms are leveraging Envestnet's integration capabilities.
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CLIENT STORIES
Celebrating 25 years with our clients
In celebration of 25 years of Envestnet, we sat down with our clients and asked how they achieved success, their plans for the future, and how the Envestnet platform has helped their business. Here’s what they had to say.
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