Envestnet Workplace: Practice Management

The Envestnet Workplace Practice Management technology suite offers tools, services, and a marketplace to make selecting, administering, and managing retirement plans more streamlined.

Workplace Practice Management
Overview

Envestnet Workplace Practice Management: A suite of tools and services

Our technology suite provides a comprehensive ecosystem for retirement plan offerings for your clients, from a digital marketplace to data aggregation to our portals, it offers all the solutions you need with one log-in. Spend less time searching for what you need and more time building relationships and growing your business.

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Suite of tools and services
Envestnet Retirement Marketplace
The Envestnet Retirement Marketplace is the industry’s first digital retirement plan marketplace that leverages technology to streamline retirement plan distribution and due diligence for advisors and third-party administrators (TPAs).It’s simple, transparent, and streamlined.
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Customizations for your firm
Envestnet Workplace can customize the digital retirement marketplace to best suit your needs through a custom instance or direct access.
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Further personalization
In addition, our digital retirement marketplace allows for the inclusion of investment scoring systems* and integrates our data aggregation services for advisors, plans, and funds.
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Data aggregation and distribution

Our platform consolidates plan data from recordkeepers into a single database so we can provide your clients with a comprehensive view of their defined contribution (DC) plans in one place. Every month, we aggregate retirement plan data from our data partners, providing your clients with up-to-date, consistent, and relevant reporting.

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Data aggregation

We aggregate the data of 190,000+ plans, or a third of the plans in the U.S., based on the largest recordkeepers in the industry.*

Envestnet Workplace portals

Designed with your needs in mind, our Workplace Practice Management portals provide all the essential tools needed to manage your business efficiently, including advisor, enterprise, and asset manager-level views. Get access to reporting, benchmarking, and analytics tools.  

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Envestnet Workplace portal
 
 
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