Envestnet’s Integrated Ecosystem: Driving the Intelligent Financial Life™
Envestnet’s financial wellness ecosystem is designed to connect both current and future financial aspects, driving what they term the Intelligent Financial Life™. By seamlessly integrating technology, intelligence, and solutions, Envestnet empowers financial professionals and institutions to gain a comprehensive 360° view of client finances. This holistic view enables them to identify opportunities, avoid pitfalls, and take strategic actions effectively.
Wealth Management Technology: Accelerate Business Growth
Envestnet's Wealth Management Technology offers a suite of interconnected solutions to enhance the wealth management journey. From CRM to portfolio management and client portals, financial professionals can access industry-leading technology to accelerate business growth, streamline operations, and deliver enhanced client experiences.
Financial Planning: Enabling Client Dreams and Realistic Expectations
With Envestnet's Financial Planning solutions, clients of all ages and financial situations can transform their dreams into reality. By setting realistic expectations and engaging in ongoing collaboration, clients can discover powerful answers to complex financial questions. The platform covers prospecting, micro planning, retirement distribution, estate planning, and more, providing a comprehensive suite of tools for financial advisors.
Wealth Solutions: Enhancing Client Offerings
Expand your client offerings with Envestnet's Wealth Solutions, which include high-net-worth consulting, direct indexing, ETFs, model portfolios, sustainable investing, tax management, and workplace solutions. By leveraging these solutions, financial professionals can enhance their service offerings, cater to a broader client base, and stay ahead of industry trends.
Data & Analytics: Unlocking Growth Opportunities
Envestnet's Data & Analytics platform revolutionizes how financial professionals uncover and act on growth opportunities. By leveraging enriched data sets, actionable insights, and dynamic experiences, advisors can make informed decisions, improve client relationships, and drive business success. The platform covers data aggregation, open banking, business intelligence, and more, providing a robust suite of tools for data-driven decision-making.
Partners & Integrations: Seamless Collaboration with Integration Partners
Envestnet offers a seamless integration of data, platforms, and solutions through its robust network of integration partners. Whether it's custodian platforms, client education tools, fintech solutions, or training programs, Envestnet's integration capabilities ensure a smooth and efficient workflow for financial professionals. By collaborating with Envestnet's partners, advisors can access a wide range of services that complement and enhance their offerings.