Exchange Partners
Grow your business with full life cycle solutions
As part of our commitment to enabling the Intelligent Financial Life™, we continue to expand the wealth solutions available to advisors through our financial wellness ecosystem. These insight-powered, technology-leading exchanges help you address your clients’ entire financial life cycle so they can achieve better long-term outcomes. The specialists on our Wealth Solutions Team are here to help provide you with guidance on the available suite of solutions and help unlock business opportunities through a consultative approach focused on awareness, education, adoption and implementation. Connect with one of our Wealth Solutions specialists to find the right solutions for your business.
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Envestnet’s comprehensive suite of exchanges
Insurance
Help close the income gap for your clients in retirement with access to protection solutions including annuities.
Credit
Manage your clients’ liabilities as strategically as their investments. Build wealth with credit by presenting pre-qualified loan opportunities to help manage both sides of the balance sheet.
Estate Planning and Trust Solutions
Support the future transfer of your clients’ wealth with a unified estate planning experience that allows seamless access to a national network of attorneys and trust administrators, while keeping you at the center of client relationships.
Health
Connect health and wealth for your Medicare-eligible clients by helping them maximize their health insurance coverage throughout retirement and simplifying the Medicare plan selection and enrollment process for their Medicare plan.
Alternatives
Incorporate supplemental investment strategies with potentially greater portfolio diversification for high-net-worth clients.