Wealth Management Platform
Delivering end-to-end technology for the entire wealth management experience.
The partner of choice for the industry
Envestnet was named the best technology provider for innovative platforms.
Our Wealth Management Platform was named the best unified, all-in-one system.
Experience real integration, not bolted-on technology
Envestnet’s Wealth Management Platform offers capabilities that can be configured to match client demands by serving as the central point of your wealth-management ecosystem—connecting our comprehensive data, solutions, and technology with your needs.
A single access point for advisors and clients
Connect aspects of Envestnet’s technology with proprietary or third-party solutions.
Expand your client offerings by leveraging Envestnet’s breadth of wealth and asset management solutions.
Uncover opportunities to take action on and fuel growth.
Experience a feature-rich ecosystem of first- and third-party technology
With Envestnet’s robust network of integration partners, you can easily create a holistic technology stack that simplifies your day-to-day and maximizes your value.
A plan-to-execution application
Our platform serves as a single access point that supports advisors as they move through the phases of the wealth management process with their clients, from planning to proposal to account opening and review. The coordination of our platform allows for advisors to easily expand their offerings seamlessly in a unified experience.
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During this call we’ll cover:
- How to gain a better understanding of your business
- Outline your goals and objectives
- Identify next steps to explore potential solutions
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