Wealth Solutions

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


Build your business and deepen client relationships

By collaborating with Envestnet’s wealth experts and exchange partners, you can extend the capabilities of your firm without having to expand.   With Envestnet’s comprehensive and industry-leading solutions on your side, time efficiencies will allow you to focus on vital efforts that often get deprioritized: nurturing client relationships and business development.

What makes our solutions industry-leading
Institutional quality

Our asset allocation and manager selection processes are backed by a team of over 100 investment professionals and manage over $18B.1 


We can help you personalize portfolios to match your clients’ investment objectives, style preferences, sustainable values, or tax situation.


Access the solutions you need within the Envestnet ecosystem for an efficient and connected end-to-end experience.

Wealth Solutions


Address your clients’ full financial life cycle with these solutions

Portfolio personalization at scale
Personalization is no longer a choice. In fact, 70% of wealth management clients view highly personalized service as a factor in deciding whether to stay with their current advisor. Discover how you can use personalization to help retain clients and bring in new ones.
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Do you know what clients say they want to receive from their advisors?2


A comprehensive view of their accounts  


Money saving tips tailored for them  


A personalized analysis of investing habits  


Ideas for new investment vehicles  

Connect with Us

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Want to learn more?

Connect with our Wealth Solutions specialists to learn what capabilities are available at your firm and how Envestnet can help you create better outcomes for and deeper relationships with your clients. 

Data as of March 31, 2023.

2 Source: Envestnet White Paper, “Unlocking Personalization at Scale to Better Help Serve Clients Today and Tomorrow