Envestnet
HQ Address
1000 Chesterbrook Blvd, Suite 250, Berwyn, PA 19312, United States
Website Address
Business introduction
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions—backed by industry-leading service and support
Serving the wealth management industry for 25 years with approximately $6.5 trillion in platform assets, Envestnet technology and services are trusted by more than one-third of all financial advisors
Many of the largest US banks, wealth management and brokerage firms, and RIAs depend on Envestnet to help drive business growth and productivity—and deliver better outcomes for their clients.
Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.
Envestnet Solutions
Advisor Portal
Our streamlined wealth management process assists advisors in: Holistic Planning & Proposal Generation Developing the Roadmap - Build recommendations on a strong foundation of proven tools and research. Advanced analytics and manager and fund recommendations are based on in-depth PMC research—and integrated with leading financial planning software. Advanced Portfolio Solutions Broad access to thousands......
business needs
view solutionBillFin™
BillFin™ is billing simplified Choice platform for the modern RIA and financial advisor. Advisory fees Calculate flat, tiered, and banded AUM fees. Bill in advance or in arrears, based on end of period or average daily balance. Easily set-up asset exclusions by household, account, asset class, and/or individual security. All at the fingertips of......
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view solutionClient Portal
You can leverage a complementary set of configurable modules that allow your clients to aggregate their personal finances to obtain a holistic view of their wealth and assess their financial health. Through innovative and intuitive technology, modules include a configurable digital storefront for opening an account as well as Financial......
business needs
view solutionConsulting
PMC provides in-depth consulting to guide advisors through the various decisions involved in building an optimal portfolio. PMC can also help enterprises design and monitor wealth management programs and ensure fiduciary responsibilities are consistently met. CIO Support and Investment Consulting Services On top of managing and growing an advisory business, understanding and......
business needs
- Financial Markets Research & Analysis
- Manager Selection, Monitoring & Review
- Market Analysis, Understanding & Sizing
Enterprise Portal
Our enterprise portal allows "home offices" to customize their platform with the tools that serve the needs of their advisors and leverage technology that institutes specific guardrails to monitor their business and aid with fiduciary standards....
business needs
view solutionEnvestnet MoneyGuide / MoneyGuideElite
Enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities....
business needs
view solutionEnvestnet MoneyGuide / MoneyGuidePro®
Fast, easy, and adaptable, MoneyGuidePro identifies gaps, empowers clients to stress test their plans, and is equipped with a social security maximizer, custom CMAs, digital plan snapshot and more to provide an engaging planning experience for advisors and their clients....
business needs
- Client Onboarding & Identity Verification
- Financial & Retirement Planning
- Investment Platforms & Tools
Envestnet MoneyGuide / MyBlocks
MyBlocks help empower clients to take control of their finances through real-time personalized insights and deepen client engagement. Also a turnkey marketing solution, MyBlocks helps to prospect and engage generation of investors....
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view solutionEnvestnet MoneyGuide / Wealth Studios
Transform the way your clients view and interact with their finances. Cashflow planning can be viewed at a high level and quickly show how strategies can impact the client’s assets and drill down to the cashflow detail as needed. Advisors can even demonstrate the transition of wealth between generations, the......
business needs
view solutionEnvestnet | Tamarac / Tamarac CRM
In a socially connected world, it has never been more important for advisors to deliver differentiated client experiences. Tamarac CRM helps advisors do just that. With a user interface that is simple and intuitive, actionable intelligence at your fingertips, and an easy connection to people, Tamarac CRM makes work personal......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
Envestnet | Tamarac / Tamarac PortfolioCenter Cloud
PortfolioCenter Cloud allows you to: Simplify and streamline your processes Retain control in-house Access your data any time, from anywhere Recognize efficiencies with ready-made templates Never worry about hardware specifications Reduce IT overhead and demands on resources Budget with no surprises Sleep better knowing your data is secure When the time is right, you can easily add industry-leading Tamarac......
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- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Envestnet | Tamarac / Tamarac Reporting
For performance, holdings, transactions, composites, and business intelligence reporting, Tamarac Reporting provides the flexibility to customize information to meet the specific needs of your firm. Tamarac is also a leader in data quality, giving your firm the confidence to stand behind the numbers. Customizable Dashboard Data is only useful if it’s easy......
business needs
view solutionEnvestnet | Tamarac / Tamarac Services®
Your Tamarac Services team will download, post, and reconcile positions from your custodians and import your accounts, account holdings, and trade data into Tamarac. All reconciled data is integrated into the various Tamarac systems, so you can simply sign in and start working with the most current financial information. Run reports......
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- Business Process Management & Outsourcing
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
Envestnet | Tamarac / Tamarac Trading
More RIA firms choose Tamarac than any other rebalancing software provider. Whether you're using a passive or active management strategy, Tamarac dramatically abbreviates the trading process while adhering to your investment strategies, custom account settings, restrictions, and tax sensitivity settings. Tamarac Trading delivers much more than portfolio rebalancing. Automate your model......
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view solutionEnvestnet Workplace
Robust retirement capabilities Envestnet serves retirement advisors and plan sponsors by providing independent and innovative workplace solutions. We’re proud of our longstanding experience, and our solutions: Are powered by innovative technology, research, and experienced staff Work across most recordkeeping platforms using our proprietary due diligence process to provide advice on investment selection, monitoring,......
business needs
Envestnet | Yodlee / Account Verification
Connect and Access Financial Accounts Verifying and authenticating your bank account while reducing risk is critical as digital banking needs and services rise exponentially. Account validation and verification from Envestnet | Yodlee happens in real-time without requiring micro-deposits, routing numbers, or bank account numbers. Plus, account linking is intuitive, fast, and......
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view solutionEnvestnet | Yodlee / Conversational AI
One of the best ways for Financial Service Providers (FSPs) to give real-time customer service is to revolutionize the digital customer experience. With Envestnet | Yodlee® Conversational AI for finance powered by Abe.ai, FSPs can connect with consumers on any device, using natural language processing across all major conversational ecosystems. Conversational......
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view solutionEnvestnet | Yodlee / Corporate Data Analytics
Act on Market Opportunities with Data Analytics Our unique and timely source of consumer spending trends and income analytics empowers corporations: To uncover market trends early Identify key business drivers Spot growth opportunities Mitigate potential risks Plan business strategy with confidence Insights into competitive landscape and customer affinity through unique consumer spending trends and income data analytics......
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Market & Business Infrastructure
Envestnet | Yodlee / Data Aggregation
Financial Data Aggregation With Envestnet | Yodlee’s financial aggregation solutions you can rely on quality, comprehensive data analysis coverage and intelligent insights to meet fast growing digital banking demands – all from a single open banking-ready platform and provider. Our industry-leading data aggregation tools, apps, and APIs support deep use cases for......
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view solutionEnvestnet | Yodlee / Data Enrichment
More Meaningful Insights Accurate, enriched data can unlock invaluable opportunities to grow your business and increase customer satisfaction. Envestnet | Yodlee Transaction Data Enrichment (TDE) provides categorized & simplified transaction data that is highly accurate and easy to use in order to improve the customer journey and digital experiences. Envestnet | Yodlee’s data enrichment......
business needs
view solutionEnvestnet | Yodlee / Financial Wellness
Comprised of the leading Financial Data Platform, AI-powered FinApp series, and APIs, our solutions enable Financial Service Providers to coach consumers toward financial wellness. Access to the Best, Most Comprehensive DataLeverage over 17,000 global data sources comprised of an unparalleled breadth, depth, and variety of financial accounts. Powered by Personalized Financial Insights New......
business needs
view solutionEnvestnet | Yodlee / Investor Data Analytics
Alternative Data Analytics for Investment Decisions Envestnet | Yodlee Data Analytics enables investors to gain a competitive edge with timely, unique, and accurate market insights, spending, and income data analytics so they can better manage investments on behalf of their customers. By turning de-identified data into insights, we enable asset, investment, and......
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view solutionManager Portal
Leverage an enhanced manager portal to access key metrics that can drive better decisions on distribution and sales. Serving as a “virtual account manager,” you can gain deeper insight about your book of business, run day-to-day operations more efficiently, and most importantly, raise assets more quickly....
business needs
view solutionPortfolios
Leveraging PMC’s core competencies of manager research, asset allocation, and portfolio construction, these portfolios are comprehensive solutions designed to meet a variety of client priorities, investment style preferences, and account sizes....
business needs
Research
PMC applies qualitative due diligence and quantitative expertise to identify and monitor best-in-class managers: those we consider able to outperform their benchmark over a complete market cycle. Manager Research and Due Diligence Process PMC’s research and due diligence process is thorough but straightforward. We developed a multi-step approach to identify top investment......
business needs
- Financial Markets Research & Analysis
- Manager Selection, Monitoring & Review
- Market Analysis, Understanding & Sizing
Revenue Manager™
Enterprise wits & muscle Choice platform for the most complex revenue management needs. Complex fees A powerful rules engine that supports the most custom billing scenarios your firm negotiates with your demanding clients – all at the fingertips of billing operators and finance professionals, with secure access and controls. Let us help you......
business needs
view solutionTamarac
Tamarac provides best-in-class portfolio and client management software, empowering your firm to operate with greater efficiency and profitability, while delivering a superior level of service to your clients. Upgrading your firm’s systems can be a significant undertaking. Tamarac has the experience and staff to support your business every step of the......
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view solutionWealth Manager
Native wealth management billing Purposely built for the managed accounts industry. Architected for managed accounts Redi2’s Wealth Manager platform was built from the ground up to solve the billing and payout challenges of the modern wealth management firm. Designed with a data and workflow model that captures and understands broker-dealers, advisors, RIAs, managers,......
