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.
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
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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.
Additional resources we think you’ll like
Unlocking personalization at scale
How you can offer a personalized and holistic experience to meet shifting client expectations.
Active vs. passive asset management: An update
In our latest release of research, we share our findings that the active or passive designations remained largely consistent with the previous study.
Rethinking expectations for HNW investors
This study uncovers the secrets of what high-net-worth investors want from their advisors and how to attract and retain them more effectively.
1 Data as of March 31, 2023.
2 Source: Envestnet White Paper, “Unlocking Personalization at Scale to Better Help Serve Clients Today and Tomorrow”