Seamlessly integrate data, platforms, and solutions

To deliver the Intelligent Financial Life™, financial professionals need an integrated, holistic technology stack. With a robust network of integration partners, Envestnet enables you to connect all of your systems and workflows.

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Advisor Center
Docupace
Salesforce
Practifi
Skience
Redtail
Ebix SmartOffice
Wealthbox
AdvisorEngine
RiskPro
Nitrogen
iRetire
YieldX
eMoney
Fiduciary Exchange (Insurance Exchange)
Tamarac Unified Managed Accounts
SS&C Salentica
LifeYield
FactSet

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FOR DEVELOPERS

Visit our unified portal for the tools needed to leverage Envestnet’s API

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