Home

Expertise for an Advisory Edge

Advanced research, integrated analytics, and expert advisory support to help build winning portfolios and recommendations.

Unmatched Investment Access

Broad access to more than 15,000 products, hundreds of SMA managers, and our elite network of strategists.

Integrated Financial Management

Automatic monitoring, efficient rebalancing, and archivable
action plans that help meet compliance standards.

Comprehensive
Performance Reporting

Create customized, branded, and easy-to-read reports that can incorporate data from hundreds of sources.

Next
Next
Next
Next
  • Envestnet @ENVintel
    Our Financial Wellness Solutions allow advisors to see their client's full financial picture on a single platform:… https://t.co/LQuuNg1Z4D
    1 day 13 hours ago
Empowering the Essential Advisor Envestnet's core capabilities help advisors deepen and strengthen their client relationships. Learn More