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Submission: On March 14 via manual from US — Scanned from DE
Effective URL: https://www.envestnet.com/
Submission: On March 14 via manual from US — Scanned from DE
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*
What We Do
* What We Do
Our Ecosystem
An ever-evolving network of data-driven services, products, tools, and
technologies designed to enable the Intelligent Financial Life™.
See How It Works
* Wealth Management Technology
* Financial Planning
* Wealth Solutions
* Data & Analytics
*
Who We Serve
* Who We Serve
Who We Serve
Our robust financial wellness ecosystem offers solutions for every role
in the financial advice industry.
* RIAs
Supercharge practice growth and enable financial wellness.
* Exchange Partners
Deliver greater personalization to client portfolios
* Asset Managers
Get access to investment options and a full range of tools.
* Financial Professionals
Simplify practice management and shift focus to your clients.
* Financial Institutions
Drive scalable growth with technology that enhances the client
experience.
* Industry Offerings
Powerful platforms tailored to your industry.
* Wealth Data Platform
Maximize the impact of your advice.
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Why Envestnet
* Resources
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Browse and register for upcoming in-person and virtual events.
* Partners & Integrations
Connect all your systems and workflows with Envestnet partners.
* 3 ways AI could improve your practice
AI has the potential to dramatically improve data analysis, client
service, and marketing efforts within the financial services industry.
* Research shows age and affluence affect investor behavior
A deeper understanding of how different investors perceive the market
and their own portfolios can help you to better support your client.
* From Bill Crager: Wealth management industry cycles & opportunities
Approaches to sustainable investing can vary widely
*
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ENVESTNET HELPS ADVISORS DELIVER FINANCIAL WELLNESS TO MORE PEOPLE
Envestnet is Fully Vested™ in connecting people's daily lives with their
long-term goals.
01
Envestnet Elevate 2024
02
National Research Study
03
Reaching younger generations
Celebrating what connects us
Join us in Phoenix for our flagship event for advisors, RIAs, enterprises, and
fintech pros!
Unlocking the Needs of Today's Affluent Investors
Study unveils insights for advisors navigating generational differences of
affluent investors.
There's opportunity amidst the Great Wealth Transfer
Young adults who feel secure in their financial skills may be better prepared
for their inheritance.
USING AN ECOSYSTEM OF SOLUTIONS, INTELLIGENCE, AND TECHNOLOGIES
Explore the Ecosystem
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To make their money more powerful
IntroducingThe Intelligent Financial Life™
Make It a Reality
Explore the
interconnected
solutions that
bring it all together
*
* 01Trading
* 02Proposal/Risk
* 03Prospecting
* 04Estate & Legacy Planning
* 05Direct Indexing
* 06Tax Management
* 07Data Aggregation
* 08Data Enrichment
DESIGNED FOR THE FUTURE OF FINANCIAL ADVICE
ASSET MANAGERS
Get access to investment options and a full range of tools for modern trading,
reporting, and investment administration.
Enhance Your Expertise
RIAS
Supercharge the growth of your practice while making financial wellness possible
for your clients, from one integrated platform.
Empower Your Practice
FINANCIAL INSTITUTIONS
Drive scalable growth with next-generation technology, data breadth, and
holistic solutions that enhance the client experience.
Modernize Money Management
FINANCIAL PROFESSIONALS
Simplify practice management with technology so you can focus on what matters
most: your clients.
Deepen Client Relationships
ASSET MANAGERS
Get access to investment options and a full range of tools for modern trading,
reporting, and investment administration.
Enhance Your Expertise
RIAS
Supercharge the growth of your practice while making financial wellness possible
for your clients, from one integrated platform.
Empower Your Practice
FINANCIAL INSTITUTIONS
Drive scalable growth with next-generation technology, data breadth, and
holistic solutions that enhance the client experience.
Modernize Money Management
FINANCIAL PROFESSIONALS
Simplify practice management with technology so you can focus on what matters
most: your clients.
Deepen Client Relationships
ASSET MANAGERS
Get access to investment options and a full range of tools for modern trading,
reporting, and investment administration.
Enhance Your Expertise
RIAS
Supercharge the growth of your practice while making financial wellness possible
for your clients, from one integrated platform.
Empower Your Practice
FINANCIAL INSTITUTIONS
Drive scalable growth with next-generation technology, data breadth, and
holistic solutions that enhance the client experience.
Modernize Money Management
FINANCIAL PROFESSIONALS
Simplify practice management with technology so you can focus on what matters
most: your clients.
Deepen Client Relationships
Our Brands
1. Envestnet | PMC
2. Envestnet | Yodlee
3. Envestnet | Tamarac
4. Envestnet | MoneyGuide
5. Envestnet | Retirement Solutions
Our Ecosystem
1. Wealth Management Technology
2. Financial Planning
3. Wealth Solutions
4. Data & Analytics
5. Partners & Integrations
Developer Tools
1. Developer Portal
Company
1. Our Leadership
2. Giving Back
3. Contact Us
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5. Brand Guidelines
6. Careers
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professionals only. It is not intended for private investors.
Private investors who are interested in our investment services should contact a
financial professional.
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