Envestnet
Integrated technology platform delivering portfolio and wealth management solutions for financial advisors and institutions.
Overview
Envestnet provides an ecosystem of wealth management solutions, intelligence, and technologies designed to support financial advisors, asset managers, RIAs, and financial institutions. The platform offers tools for trading, reporting, investment administration, proposal and risk management, prospecting, estate and legacy planning, direct indexing, tax management, data aggregation, and data enrichment.
The platform aims to enhance financial wellness by enabling advisors to deliver comprehensive wealth management services from a single integrated system. Envestnet supports scalable growth and improved client experiences through next-generation technology and data capabilities.
Envestnet's solutions are designed to simplify practice management, empower financial professionals, and provide access to a broad range of investment options and tools for modern portfolio management.
Key Features
- + Trading and investment administration tools
- + Proposal and risk management solutions
- + Prospecting and client acquisition tools
- + Estate and legacy planning capabilities
- + Direct indexing and tax management overlays
- + Data aggregation and enrichment services
- + Integrated platform for financial wellness
- + Enterprise data and AI capabilities