Envestnet Platform
Envestnet Platform: Powering intelligent wealth management with integrated technology and data-driven solutions
About Envestnet Platform
Envestnet Platform offers a comprehensive ecosystem of financial technology, intelligence, and solutions designed to enhance wealth management practices. With modular, scalable, and easily integrated tools, it supports advisors in delivering personalized client experiences, expanding investment offerings, and leveraging data for smarter decision-making.
FAQ
Envestnet offers a range of wealth management technology solutions including CRM, planning, proposal/risk, portfolio management, UMAs, wealth data, and client portal tools.
Envestnet empowers clients to make their dreams a reality by setting realistic expectations and discovering powerful answers to complex questions through ongoing collaboration. They offer services like prospecting & lead generation, micro planning, lifetime planning, retirement distribution, and estate & legacy planning.
Envestnet provides data solutions such as data aggregation, business intelligence, and decision intelligence to help enhance client outcomes and support growth opportunities.
Envestnet offers seamless integration with a robust network of integration partners, including custodian platforms, alternative assets, client education tools, fintech, recruiting, and training & certification.
As of December 31, 2024, Envestnet's data and user base include 1/3 of all U.S. advisors, $6.5T+ in assets, 20M+ investor accounts, 19K+ data sources, 800+ asset management partners, and 44M+ paid users.
Yes, Envestnet's technology is designed with a modular approach to tailor the experience to your unique business goals and is scalable to support as many clients, advisors, and accounts as you have today, and tomorrow.
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