Wealth Solutions

Expand your client offerings by leveraging Envestnet’s breadth of wealth and asset management solutions. 

ENV_Test595

Build your business and deepen client relationships

By collaborating with Envestnet’s wealth experts and exchange partners, you can extend the capabilities of your firm without having to expand.   With Envestnet’s comprehensive and industry-leading solutions on your side, time efficiencies will allow you to focus on vital efforts that often get deprioritized: nurturing client relationships and business development.

What makes our solutions industry-leading
Institutional quality

Our asset allocation and manager selection processes are backed by a team of over 100 investment professionals and manage over $18B.1 

Personalized

We can help you personalize portfolios to match your clients’ investment objectives, style preferences, sustainable values, or tax situation.

Integrated

Access the solutions you need within the Envestnet ecosystem for an efficient and connected end-to-end experience.

Wealth Solutions

Exchanges

Expand your offering through a consultative approach

Address your clients’ full financial life cycle with these solutions
FEATURED OFFERING
Portfolio personalization at scale
Personalization is no longer a choice. In fact, 70% of wealth management clients view highly personalized service as a factor in deciding whether to stay with their current advisor. Discover how you can use personalization to help retain clients and bring in new ones.
slide 1 image

Do you know what clients say they want to receive from their advisors?2

44%

A comprehensive view of their accounts  

32%

Money saving tips tailored for them  

29%

A personalized analysis of investing habits  

29%

Ideas for new investment vehicles  
Connect with Us

* Required Field

Want to learn more?

Connect with our Wealth Solutions specialists to learn what capabilities are available at your firm and how Envestnet can help you create better outcomes for and deeper relationships with your clients. 

Additional resources we think you’ll like

  • WHITE PAPER

    Unlocking personalization at scale

    How you can offer a personalized and holistic experience to meet shifting client expectations. 

  • EBOOK

    Rethinking expectations for HNW investors

    This study uncovers the secrets of what high-net-worth investors want from their advisors and how to attract and retain them more effectively.

  • RESEARCH

    Active vs. passive asset management: An update

    In our latest release of research, we share our findings that the active or passive designations remained largely consistent with the previous study. 

1 Data as of March 31, 2023.

2 Source: Envestnet White Paper, “Unlocking Personalization at Scale to Better Help Serve Clients Today and Tomorrow”