Integration Partners

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Overview

Envestnet is transforming how advisors will provide services to their clients by giving them a holistic view of their clients’ financial lives. Envestnet achieves this by enabling advisors to efficiently access and manage accounts held at a wide variety of financial institutions and host platforms. A number of industry participants have collaborated with Envestnet to set the standard for the breadth and depth of data, for the integration of workflows and trading, and for automation. Envestnet is pleased to continue to work with the below firms to extend and strengthen these strategic partnerships.

Strategic Partners

Fidelity Institutional

Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. Nearly 10,000 financial advisory firms rely on Fidelity Institutional’s innovative technology and deep expertise to help more than 4 million investors make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency and delivering insights that help to drive confidence, clarity and results.

Strategic Partners

FOLIO Institutional

Folio Institutional® is a division of FOLIOfn, Investments, Inc., a leading investment solutions and financial technology company. Folio offers an integrated brokerage and custodial platform featuring patented, state-of-the-art trading, portfolio management tools, and private placement capabilities. This platform supports financial professionals and institutions on both a full-service and technology-licensed basis, servicing billions of dollars of investor assets nationwide. With access to proven, highly scalable, online brokerage and investing solutions, professionals can efficiently maintain diversified portfolios of public and private securities, retain hands-on control over investments, manage tax liabilities, efficiently rebalance portfolios, produce reports, and promote compliance.

Strategic Partners

Pershing LLC

Pershing, a BNY Mellon company, and its affiliates provide global financial business solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisory firms and wealth managers. A financial services market leader located in 23 offices worldwide, we are uniquely positioned to provide advisors and firms global insights into industry trends, regulatory changes and best practices, as well as shifts in investor sentiment and expectations. Pershing provides solutions−including innovative programs and business consulting−that help create a competitive advantage for our clients. Pershing LLC (member FINRA/ NYSE/ SIPC), is a BNY Mellon company.

Strategic Partners

Schwab Advisor Services

Schwab empowers independent investment advisors to achieve more—for themselves, their firms, and their clients. For more than 25 years, we have worked side by side with advisors to help them reach beyond the status quo and to stand out in fiercely competitive markets. Today, we work with nearly 7,000 RIAs, and they entrust more assets to us than to any other custodian. We are committed to helping RIAs thrive. Schwab Advisor Services™ is a business segment of Charles Schwab & Co., Inc.

Strategic Partners

SunGard

SunGard provides wealth management and retirement technology and services that help banks, trust companies, brokerage firms, retirement plan administrators and advisors accelerate asset growth and optimize operations to achieve better outcomes for the end investor. We provide solutions for client acquisition and communication, transaction management, risk and compliance, portfolio accounting, plan administration and reporting that can be deployed as stand-alone products, part of a unified platform, or outsourced services.

Strategic Partners

TD Ameritrade Institutional

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.

TD Ameritrade, Envestnet and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.