Envestnet’s interconnected ecosystem of technology, intelligence, and solutions
Our Ecosystem
By connecting today and tomorrow’s money, Envestnet’s financial wellness ecosystem helps drive the Intelligent Financial Life™
OUR ECOSYSTEM
Envestnet’s interconnected technology, intelligence, and solutions deliver a 360° view of client finances that lets financial professionals and institutions identify opportunities, avoid pitfalls, and seamlessly take action.
Wealth Management Technology
Accelerate business growth by powering a more intelligent wealth management journey with interconnected industry-leading technology.
- CRM
- Planning
- Proposal/risk
- Portfolio management
- UMAs
- Wealth data
- Client portal
Financial Planning
Empower clients of all ages and financial situations to make their dreams a reality by setting realistic expectations and discovering powerful answers to complex questions through ongoing collaboration.
- Prospecting & lead generation
- Micro planning
- Lifetime planning
- Retirement distribution
- Estate & legacy planning
- Support & training
Wealth Solutions
Expand your client offerings by leveraging Envestnet’s breadth of wealth and asset management solutions.
- High-net-worth consulting
- Direct indexing
- ETFs
- Model portfolios
- Sustainable investing
- Tax management
- Workplace solutions
- Exchanges
Data Solutions
Transform the way you uncover and act on growth opportunities through platforms that connect vast enriched data sets, surface actionable insights, and enable dynamic experiences.
- Data aggregation
- Data enrichment
- Open Banking
- Account verification
- Lending
- Business intelligence
- Payments
- Business intelligence
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