Envestnet Workplace

Envestnet Workplace delivers a comprehensive suite of retirement and workplace solutions. We’re here to help you incorporate retirement offerings into your practice with ease, allowing you to expand your business efficiently.

Envestnet Workplace
Overview brochure

Robust retirement capabilities

Envestnet serves retirement advisors and plan sponsors by providing independent and innovative workplace solutions. We’re proud of our longstanding experience, and our solutions: Are powered by innovative technology, research, and experienced staff Work across most recordkeeping platforms using our proprietary due diligence process to provide advice on investment selection, monitoring, and reporting. Equipped to provide fiduciary support to your plan sponsors and their participants.  

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Robust retirement capabilities

Envestnet Workplace by the numbers*


25,000 Advisors

Who manage at least one retirement plan choose our unified platform technology.


190,000 Plans

With data on 1/3 of the total defined contribution plans in the US for our data aggregation clients to access.


$1.4T+ Assets

In assets on the Envestnet Workplace platform.


Leading Provider

Of ERISA 3(21) and 3(38) fiduciary support in the retirement industry, with $45B in assets under advisement.

*Envestnet as of December 31, 2021

An innovative technology stack and fiduciary services

Marketplace access

Access to the Envestnet Workplace platform provides a number of benefits to your practice. You get access to the retirement marketplace with competitive pricing and a streamlined workflow. The technology is easy to implement and use. 


Everything is integrated, so you can access all the other tools and guidance to analyze and manage investments. And it helps you and your staff easily manage client’s needs in one place.

Our fiduciary services

Learn how the Envestnet Fiduciary Advantage™ helps advisors and plan sponsors by outsourcing certain fiduciary obligations and streamlining the investment oversight. Our fiduciary solutions are supported by our proprietary ERS SCORE to evaluate and monitor investment options in qualified retirement plans.

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